Opportunity Custom Fields in Documents & Contracts
J
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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S
Sales & Marketing
Opportunity fields are supported in Document & Contract Templates.
Here's a detailed guide:
J
Jay Martin
Sales & Marketing Please see Nowsay LLC comment - it does not work for opportunity custom fields yet. We have gone through the detailed guide.
N
Nowsay LLC
Agreed. We need to be able to add opportunity custom fields into our contracts. The solution in the link above is to add customer custom fields. Each customer can have multiple opportunities going and need different contracts and proposals for each.