Automatically fill out a contract
Simone
Last Update 2 years ago
During the modelling phase, the user can automatically fill out all fields of the new contract using suggestions from the old contract or a linked contract.
Steps to create a linked contract or order from contract page with autofill:
1. Select "Map model fields with existing contract data" option from "Template customisation" phase of deal creation.
2. Type intended "Contract name" click "enter".
3. Map fields with existing contract.