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Conga Support

Copying a Contract Request

This page applies to: Conga Contracts

You can make a copy of an existing contract request instead of creating a new one, and then edit the variable information, such as company name, before submitting it for approval. This feature is useful if you are submitting several requests with the same contract terms for more than one company.

1.  Locate the contract request you want to copy, and click its Icon Copy to Clipboard icon.

2.  In the My Requests screen, make the necessary edits for the new enhanced request or legacy request.

3.  Click Submit Request.

If you are not ready to submit the request, click Save as Draft (enhanced request) or Cancel (legacy request) and return to the contract request at a later time from your My Requests screen by clicking the  icon. You can also monitor the progress of submitted request from your My Requests screen.