How to copy an existing Contract in Product Management Hub? New UI

Introduction

This article explains how to copy an existing Contract in Product Management Hub. The Copy Contract feature streamlines Contract creation by duplicating most of the existing Contract's configuration into a new one, leaving only the fields that should be unique to the new agreement blank. This is useful when creating similar Contracts for different Customers or when only minor variations are needed.

In this article:

• Accessing the Copy Contract feature
• Copy Contract form overview
• Consumer Information
• Financial Settings
• Contract Type
• Creating a new Contract Type
• Additional Settings
• Pre-filled vs. blank fields
• Saving the new Contract

Accessing the Copy Contract feature

To copy an existing Contract:

1. Sign in to Product Management Hub. For details on signing in, see Product Management overview.
2. From the My Vendors grid, open the Vendor for whom you want to create the new Contract.
   
3. In the top navigation bar, select Connections Management.
   
4. The Contracts grid lists all existing Contracts with their Consumer, Contract Type, and Start Date.
   
5. In the row of the Contract you want to copy, select the Copy Contract icon in the Actions column.
   

Copy Contract form overview

Selecting the Copy Contract icon opens the Copy contract page with most fields automatically pre-filled from the original Contract. The form is organised into four sections:

• Consumer Information — who the Contract is for and where it applies.
• Financial Settings — currency, billing source, frequency, and tier.
• Contract Type — the type of Contract being created.
• Additional Settings — optional identifiers (Domain Name, External ID).

Consumer Information

The Consumer Information section defines who the new Contract is for and the markets and industries it covers.

Consumer *

Required. Always blank after a copy — you must select the Consumer for the new Contract. Use the search field to find a Consumer by name in the dropdown.

Start Date *

Required. Automatically set to today's date (the day the copy is made) and cannot be edited on the Copy contract form. This ensures the new Contract begins on the current date.

Countries *

Required. Pre-filled with the countries from the copied Contract and can be modified. Countries are organised into regions (for example, Baltic, Nordic) and can be selected individually or by region. The All Countries option selects every country at once. Use the search field to quickly find a specific country or region.

Industries *

Required. Pre-filled with the industries from the copied Contract and can be modified. Available industries are presented as checkboxes:

• Private business
• Government
• Education
• Nonprofit

Use Select All to mark every industry at once.

Financial Settings

The Financial Settings section defines the currency, billing source, billing frequency, and pricing tier for the new Contract. All fields are pre-filled from the copied Contract and can be modified.

Currency *

Required. Currency used for billing and pricing under the Contract. The dropdown offers 84 currencies. Pre-filled from the copied Contract.

Tier *

Required. Defines the pricing tier assigned to the Contract. Available options:

• One Tier Reseller
• Two Tier Distributor

Invoice Source *

Required. Source of the issued Invoice. Available options:

• Platform Billing
• Vendor Invoice API

Invoice Frequency *

Required. How often Invoices are issued under the Contract. Available options:

• Per Billing Cycle
• Per Order

Billing Day *

Required. Day of the month when billing occurs. Valid values are 1–28.

Contract Type

The Contract Type section defines the type of Contract being created (for example, Distribution Services). The selection is pre-filled from the copied Contract and can be changed.

Contract Types *

Required. Select one or more Contract Types from the dropdown. The list shows all Contract Types available for the Vendor.

Creating a new Contract Type from here

The + New Type link in the top-right corner of the Contract Type section opens the New Contract Type page (described in Creating a new Contract Type below).

Creating a new Contract Type

Selecting + New Type (and confirming Leave if prompted) opens the New Contract Type page. This page contains a single Contract Type Configuration section with the following fields:

Name *

Required. The display name of the new Contract Type.

Contract Template

Optional. Template used for Contracts created with this type.

Sync Enabled

Optional toggle. Enables synchronisation behaviour for Contracts of this type. Off by default.

Manage Organizational Structure Type *

Required. Defines how organisational structure is managed under this Contract Type. Select an option from the dropdown.

Contract Provisioning Type *

Required. Defines how Contracts of this type are provisioned. Select an option from the dropdown.

Default Billing Cycle

Optional. Default billing cycle day used for new Contracts of this type. Valid values are 1–28. Defaults to 1.

Default Contract Name

Optional. Default name applied to new Contracts created under this Contract Type.

Saving the new Contract Type

Select Create Contract Type to save, or Cancel to discard and return to the previous page. After creation, the new Contract Type becomes available in the Contract Types dropdown on the Copy contract form.

Additional Settings

The Additional Settings section contains optional identifiers used for invoicing and external system integration. Both fields are always blank after a copy — values from the original Contract are not carried over, even if they were present.

Domain Name

Optional. Domain name associated with the Contract. This field can also be edited after the Contract is created.

External ID

Optional. Identifier shown on Invoices for use with external systems.

Pre-filled vs. blank fields

The following summary lists which fields are copied from the original Contract and which always require new input.

Always blank (require your input)

• Consumer — required; must be selected for the new Contract.
• Domain Name — optional; not carried over from the original.
• External ID — optional; not carried over from the original.

Auto-set (not editable)

• Start Date — automatically set to today's date.

Pre-filled and editable

• Countries
• Industries
• Currency
• Tier
• Invoice Source
• Invoice Frequency
• Billing Day
• Contract Type

Saving the new Contract

Once all required fields are completed:

1. Review the entire form to confirm the pre-filled values still match the new Contract's requirements.
2. Select the Create Contract button at the bottom of the form.

After saving, the new Contract appears in the Contracts grid for the selected Vendor, with the chosen Consumer, Contract Type, and the current date as the Start Date.

Summary

The Copy Contract feature in Product Management Hub speeds up Contract creation by carrying over most of the configuration from an existing Contract into a new one. The Copy contract form is organised into four sections: Consumer Information, Financial Settings, Contract Type, and Additional Settings. The Consumer, Domain Name, and External ID fields are always blank and must be set manually; the Start Date is auto-set to today; everything else is pre-filled and editable. The form also allows creating a new Contract Type on the fly, with a warning when unsaved changes are present. After saving, the new Contract appears in the Contracts grid for the selected Vendor.

Related content

• Product Management overview
• How to create a new Contract
• How to configure Billing rules in the Product Management Hub