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Copy quotes and contracts across legal entities

Enabled for Public preview General availability
Users by admins, makers, or analysts Feb 29, 2024 Oct 30, 2024

Business value

When you create quotes and contracts, you associate a legal entity with these records for customers who deploy the resource and nonstocked scenarios. If you need to copy the quotes and contracts, you might need to recreate them in a new legal entity to show an alternate delivery model.

Feature details

This feature gives you the ability to choose and set the target legal entity, customer, and business unit when you duplicate or replicate a quote or contract. With this functionality, the platform gives you control and flexibility to specify the exact entities and units for the replication process. This capability makes managing quotes and contracts more efficient and accurate.

Geographic areas

Visit the Explore Feature Geography report for Microsoft Azure areas where this feature is planned or available.

Language availability

Visit the Explore Feature Language report for information on this feature's availability.

Additional resources

Copy project-based quotes (docs)

Copy project quotes (learn)