Add Opportunity Custom Fields to Proposals & Estimates
in progress
A
Amanda Nichols
Please allow an opportunity to attach to a proposal and or invoice, so that custom fields in opportunities can be used. because each job is different, and should not be at the contact level.
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J
Jeremy Maher
We also need this ability to make signer not able to edit custom fields without assigning to employee. Do you mind upvoting if you like?
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Sertan Djelal
any ETA on this?
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Gabriel Ortiz Fernandez
This will make the DocN´Contracts feature incredibly useful. Now without the ability to use Opportunity custom fields we can´t have a complete automated process, which is where the value is. Hope to see this implemented soon.
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Nicola Torcutti
I think this feature: https://ideas.gohighlevel.com/opportunities/p/add-products-to-opportunity should be added if we want to create Proposal and estimates seamless
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Sales & Marketing
in progress
L
Lourens Swart
Sales & MarketingDo you have an idea of the timeline for this?
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Sales & Marketing
Merged in a post:
Add Opportunity Custom Fields to Documents & Contracts
D
Darlene Silvas
How is it that we have the ability to create custom fields within an opportunity, use those opportunity custom fields within a Form or Survey, but not within Documents & Contracts?
We need the ability to use opportunity custom fields within Documents & Contracts as contact information is not the only thing that needs to populate in a Document or Contract. The use of opportunity custom fields offers users the ability to associate fields that are not relevant to a contact but more to an opportunity.
An opportunity implies a sold product or service. Therefore, if a document or contract needs to include data from an opportunity it should be able to facilitate the use of the opportunity custom field to populate data into the document or contract that will need to be signed.
S
Sales & Marketing
Merged in a post:
Proposal/Estimate In Contact + Opportunity A Bonus
J
Jeff Valin
When a proposal or estimate is sent it would be nice to have it show up in the contact card other than the conversation...maybe an estimate, proposal, invoice dropdown?
Would also be a nice bonus to tie it to an opportunity card as well.
S
Sales & Marketing
I
Iver Aune
Please make the opportunity custom fields usable in emails etc too! https://ideas.gohighlevel.com/opportunities/p/ability-to-use-opportunity-fields-in-emails-etc
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Jakin Harper
Iver Aune Dead on! Unless these fields are usable across the system & in external comms, then it's a useless feature.
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Jeremy Maher
Iver Aune Agreed! I just upvoted. We also need this ability to make signer not able to edit custom fields without assigning to employee. Doo you mind upvoting if you like?
S
Sales & Marketing
planned
B
Brook Borup
Sales & Marketing yes I have been waiting for this... so many clients I can't help properly. Can't wait til the status changes to COMPLETE
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