If you have a contact template that you would like to use again, follow these steps to duplicate the contract easily.

Get started by selecting Client Management > Contracts within your navigation bar.

From here, click on the existing contract you're looking to make a copy of. Select the additional options button (the 3 dots) and select 'Duplicate' from the dropdown menu.

Please note that this may appear slightly differently based on whether the contract is in a drafted, pending or accepted state.

From there, you'll be asked to create a new project or link the duplicated contract to an existing project.

That's it! You can now edit the duplicated contract as you wish and send it to your client.

For additional support with duplicating contracts, get in touch with Bonsai's Support team at support@hellobonsai.com.