Pros now have the ability to automatically apply contracts based on the payment options presented and accepted by the customers on the proposal. To enable this please follow the steps below:
- Go to Control > Purchase Experience > Contract Template
- Click on Create Contract Template
- Enter title of the contract
- Click Save
- Turn the toggle 'Default for Org' on
When we click on 'Default for Org' it will then apply default contract for the org on any payment type.
If you want to override default for specific payment type, select the payment types from the below mentioned options:
Please note: You can edit the existing contract by clicking on the edit button and choose the options.
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