Automatically fill out a contract


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.

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