Leveraging Opportunity Custom Values in Document 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. Save a Template with Opportunity Custom Value Fields:

   

   

   
   

2. Set Up a Workflow:

   • Configure a workflow where opportunity values are updated.

3. Use the Send Document Trigger:

   • Within the workflow, use the Send Document trigger. This will automatically pull in the updated opportunity custom values into the selected document template.

Why We Built It

• Consistent Communication: To enable users to send documents with data from different opportunities to the same contact.
• Automation: To automate 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.