Create new deal from existing

This feature allows you to save time drafting your next deal by allowing you to create new deals from existing deals. This is an intermediary step to template kits, which are currently under development.

  1. To duplicate a deal or to create another agreement from an existing deal, simply click on the “New Deal From Existing” button1
  2. Search for the deal you would like to duplicate or copy by entering the name of the agreement. DealTap will auto-fill the names of existing deals for your convenience2
  3. Select what version of the agreement you would like to clone
  4. Choose whether you would like to keep the existing people in the agreement
  5. Hit “Save”