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.
Log In