Add Opportunity Custom Fields to Proposals & Estimates
complete
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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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Sales & Marketing
complete
-> Go to Document templates
-> Select custom field button -> within contact -> select custom fields -> find opportunity custom fields
-> Create a template with opp. fields
-> Use this in a workflow to send a document with dynamically updated fields
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Gabriel Ortiz Fernandez ADMIN
Sales & Marketing This is AMAZING! Thanks guys! you rock
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Jay Martin
Sales & Marketing Does this work for Contracts and Estimates as well?
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Jay Martin
Core Platform Sales & Marketing This is not complete yet.....
You literally merged
"Add Opportunity Custom Fields to Documents & Contracts
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."
Can we get this worked on ASAP - MUST HAVE OPPORTUNITY CUSTOM FIELDS FOR CONTRACTS. As one contact can have multiple opportunities and need multiple contracts.
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Gabriel Ortiz Fernandez ADMIN
Jay Martin what im i missing? i just edited my contracts with Opportunity custom fields/values. Seems to be working fine for me.
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Jay Martin
Gabriel Ortiz Fernandez ADMIN Not sure where you are looking. Opportunity custom fields not available in Documents/Contracts. Maybe you are in "Estimates" that just was released. But Opportunity fields do not pull into Contracts still. Core Platform Sales & Marketing
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Jay Martin
Even if I go to contact - Custom Fields - it does not show Opportunity custom fields like they have written. Only shows the contacts custom fields.
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Sertan Djelal
Sales & Marketing This isn't working - opportunity custom fields are not appearing under 'custom fields' in document templates Nor do they work when we copy/paste the field ID into the document either. Only custom contact fields and custom values are appearing/working.
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Jackson Tyler
We need this in our business. Contact fields don't cut it because our contacts can have multiple opportunities and therefor SOWs
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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 ADMIN
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?
S
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.
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Sales & Marketing
Merged in a post:
Proposal/Estimate In Contact + Opportunity A Bonus
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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.
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Sales & Marketing
Merged in a post:
Allow Opportunity Custom Fields in Estimates
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Matt Danskin
We use opportunities to manage the projects as many contacts have multiple proects so it's critical to have these in order to effectively use the estimate/ proposal custom fields.
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