Contract Defaults
If you establish contract defaults in General Configuration, GovWin Capture Management uses your default settings each time that you create a new contract record. You can then modify the values in the new record.
GovWin Capture Management limits contract defaults to certain tabs and fields. You cannot use this feature to set default values for an entire record.
\When you create a new contract record, GovWin Capture Management applies contract defaults in the following ways:
- When you click to create a contract, GovWin Capture Management applies all the contract defaults to the contract.
- If you create a contract from an opportunity, certain values are determined by values in the opportunity record; for fields not pulled from the opportunity record, GovWin Capture Management uses the contract defaults.
- If you copy an existing contract to create a new contract, GovWin Capture Management uses the field information of the existing contract; it does not use contract defaults.
- If you use a contract template to create a contract, GovWin Capture Management overrides the contract template fields with the information from the contract defaults.