How to use Opportunity Custom Values in Document & Contracts Templates?

TABLE OF CONTENTS

• What’s New?
• How to Use
• Why We Built It

What’s New?

• Opportunity Custom Values in Templates: You can now leverage Opportunity Custom Values directly within document templates, available exclusively through workflows.
• Auto-Populated Data: Document templates will auto-populate with updated opportunity data during workflow execution.

How to Use

1. Go to Payments -> Documents & Contracts Templates -> New template
   
   

2. Drag a text box or table where you wish to populate opportunity custom values/fields.
   
   - Either select custom values icon from top right
   OR
   - Directly enter the field name such as {{opportunity.xyz}}
   
   
   
   

3. Go to Contact -> Custom fields -> Opportunity Details -> Select a field name that is dynamic

   
   
   
4. The field will be shown in curly double braces. Eg: {{opportunity.assigned_to}} in this case.
   Save this template.
   
   
   
5. Go to workflows and choose relevant opportunity triggers from which the value has to be fetched.
   Use Send Document & Contracts action by choosing the right template where opportunity custom values are configured and saved.
   Here are some examples:
   
   1. If you want to automate sending of a contract based on which stage an opportunity is in the pipeline.
      - Set relevant pipeline filter in Pipeline stage changed. Here In Pipeline = Electrical fitting
      - This will trigger whenever pipeline stage = contacted
      
      
      
   2. If you want to automate sending of a contract based on status change of an opportunity
      Whenever status of the opportunity will be changed -> the document will be sent
      
      Here's a real world example of how we automated a contract with opportunity custom values and sent it.
      1. Saved a template with {{opportunity.tshirt}}
      2. Entered a value in one of the opportunities for tshirt
      3. Moved the pipeline stage of the opportunity
      4. The document was sent with Test Size populated successfully
      
      
      

Why We Built It

• Automation: To support automation of document generation using up-to-date opportunity data and reduce manual entry.
• Seamless Integration: To enable seamless integration between workflows and document management, improving the user experience for contract and document handling.