Add custom opportunity fields to Contracts & Documents
A
Anthony Catoni
My clients submit real estate deals for funding and contracts are created/autofilled using opportunity data (property address, funding amount, title company, etc) rather than contact data. I'm having an issue where a contract is sent out for signing and if the same contact submits another property, the data from the first property is being overwritten by the second property. I had to create custom contact fields because I cant use custom opportunity fields within the contract, so GHL thinks the contact data is just being updated rather than it being a completely separate opportunity.
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I
Iver Aune
This feature would solve this issue:
S
Sales & Marketing
J
Jay Martin
Sales & Marketing - Did you test the original posters situation as this does not work still.
D
David Hall
This is HUGE! Especially based on the target markets many GHL agencies have. The entire point of having opportunities is to be able to track everything in-process. It makes no sense that you can't add opportunity fields to documents and contracts since that is where the primary data that SHOULD be used in a contract would be stored.
J
Jay Martin
Merge this: https://ideas.gohighlevel.com/documents-contracts/p/opportunity-custom-fields-in-documents-contracts
They also said it was completed in another post and it never was.
J
Jay Martin
Core Platform Sales & Marketing - The current implementation is not functioning as intended. Even the original poster acknowledged that it does not work. When handling multiple opportunities, it retrieves incorrect information and overwrites fields with data from other opportunity contacts.