Add custom opportunity fields to Contracts & Documents
in progress
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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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Sales & Marketing
in progress
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Iver Aune
Sales & Marketing Im not asking for Custom Field support with the merged post.
Im asking for a overview of the actual fields from the contact / opportunity / company.
Example: We want to view and use images of a home project that is uploaded to the contact.
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Sales & Marketing
Merged in a post:
Custom field support with Contracts is limited
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Nisha Sridhar
A contract seems to be tied to a contact whereas a contract in our use case is tied to an opportunity. In the service industry, a customer can have multiple jobs and each job will have a contract. I don't see a way to add opportunity fields. Also, fields that are filled by us can't be linked to a custom field which is a limiting factor. For example, I want to add the opportunity value as part of the contract.
Going a step further, if from a UX standpoint, it becomes similar to forms and surveys where I can drag drop custom fields, it would be great.
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Sales & Marketing
Merged in a post:
✅ Contact / Opportunity / Company data available in Document Builder
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Iver Aune
Our users would like to have Contact / Opportunity / Company / Custom Object data available in the document builder.
After selecting, eg, 'Contact' (the recipient of the document), add a tab where we can view object notes, documents/files, tasks, etc.
We expect important data to be available platform-wide in a CRM; we would love to have it in the document builder as well.
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Sales & Marketing
Merged in a post:
Workflow: Create Proposal from Template when Opportunity Stage changes
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Jason Bass
When an Opportunity hits a Stage in a Pipeline, I would like for a Document to be auto-drafted based on a specified Template. Perhaps a tag at the Opportunity level could be what specifies which Template.
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Sales & Marketing
Merged in a post:
Allow Opportunities custom fields in Document and Contracts
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Luis Perez
I was trying to add opportunities custom fields in a Document but i can only add contact fields. Also allow to send custom documents just for review without signatures.
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Sales & Marketing
Merged in a post:
Contacts, Opportunities, and Custom Objects in Documents & Contracts
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David Hall
With the use of opportunity records, custom objects, and contact records of the system, the Documents & Contracts should be able to pull information from any of these fields, custom opportunity fields, etc. in order to build a contract.
It really makes no sense to have a system where we can store a wealth of information, but only actually use a small piece of it.
For those clients (most of ours) which use the Opportunity records like Job Boards or Order Tracking boards, the necessity of making it easy to automatically fill contracts is imperative so being able to pull data from any of these points is necessary whether it is in workflows or by using the templates manually.
In manual use of the templates, we already have a drop box for the contact record, so adding a drop for opportunity records and one for custom objects should not be that difficult and give us the ability to truly enhance the system and compete with companies like Salesforce.
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Sales & Marketing
Merged in a post:
Ability to add an Opportunity to a Document & Contract
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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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Sales & Marketing
Merged in a post:
Opportunity Custom Fields in Documents & Contracts
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Jay Martin
Not sure why this was shown as completed "https://ideas.gohighlevel.com/documents-contracts/p/add-opportunity-custom-fields-to-proposals-estimates"
We are still not able to get opportunity custom fields in Documents and Contracts.
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Juan Gomez
I'm experiencing the same issue. I created a document template that pulls fields such as Job ID, Square Footage, Material, Service Type, and Project Address (which may differ from the contact's address). However, even though the Project (custom object) is properly linked to the Contact, the fields are not populating.
This functionality should be supported.
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Iver Aune
I totally agree on this! Here is a post that adresses the fundamental issue:
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