✅ Create/Update Opportunity Value with Estimate or Document Total Amount
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Iver Aune
We used to add "{{document.totalAmount}}{{estimate.total_amount}}" in the Opportunity Value for the Create/Update Opportunity action, but this is not supported for the new separate Create and Update actions.
When the Workflow Trigger is Document or Estimate, we should have a native feature for adding the Total Amount as Opportunity Value for both the Create and Update actions.
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Jared Eastman
Agreed. Being able to easily link the opportunity value with an estimate would make both features far more useful.
As of right now, Opportunity Value is all but worthless for my workflow.
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Iver Aune
Jared Eastman Yes, for estimates we have to update it manually...
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Jared Eastman
Iver Aune I made a workaround that has agents input a quote amount into each contact, which then, if more than NULL or changed at all it updates the opportunity value. It'll do for now, but this is a black-box that would be nice to have.
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Iver Aune
Jared Eastman That's smart, but this is definitely a feature that should be supported natively
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Sebastian Perez
We definitely need this!
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Rick Timmermans
Please fix this
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Iver Aune
Would it make sense to do the same with invoice btw?
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Iver Aune
- Update the opportunity value with the total order value from the invoice
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Ashley DePiano
This is total garbage, you can't update this value to any field now.
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Iver Aune
Ashley DePiano Pallavi Kothari