Applicable to versions 1.12 and above
Once approval of the quoted service agreement is obtained from the NDIA, you can update the opportunity stage to “Approved”.
A Contract is auto-generated when the “Agreement Approved” checkbox is selected (automatically selected when stage is approved). This contract has a personal Pricebook for the client based on the supports chosen on the service agreement.
The Contract will copy over the Funding Buckets from the Products selected on the Opportunity.