Ability to add an Opportunity to a Document & Contract
N
Nowsay LLC
I have custom opportunity fields that need to populate into the contract but currently there is no way to make this happen. You can add a customer custom fields but not opportunity custom fields - this only works if each customer only has one opportunity. Many of my clients are repeat customers with many opportunities.
All of my customers require custom contracts for each project. I would like to be able to add those to each opportunity and then populate them into the contract automatically. I would also like to be able to populate the product list in the contract from custom fields in the opportunity.
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Chris Bayley
This is absolutely critical - the ability to use opportunity fields to populate contracts or other documents!! Seems like simple programming and the absolute intention of these fields. Cant wait to see this happening.. PLEASE GHL MAKE IT HAPPEN!!