How to use the "Duplicate the Term" feature

From the TrueRev dashboard, go to the Contracts tab.

Select the contract for which you want to duplicate a term and open it.

Once the contract is open, go to the Bookings tab and select the term you want to duplicate.

Click the “Duplicate term” button

A pop-up question will appear; click OK to confirm.

A new term will be created with the same products as the duplicated term.

If you want to modify or update the start and end dates for the new term, you can do so by clicking the “Edit term” button.

Save the changes by clicking the checkmark button.

Click the dropdown arrow before the term to view the products.

You may modify or update the start and end dates, quantity, price and discounts for each product by clicking the “Edit” button.

Click “Save” to finalize the changes made.