How to use Opportunity Custom Values in Document & Contracts Templates?

What’s New

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• Opportunity Custom Values in Templates: You can now leverage Opportunity Custom Values directly within document templates, available exclusively through workflows.
• Auto-Populated Data: Document templates will auto-populate with updated opportunity data during workflow execution.

How to UseGo to Payments -> Documents & Contracts Templates -> New templateDrag a text box or table where you wish to populate opportunity custom values/fields.- Either select custom values icon from top rightOR- Directly enter the field name such as {{opportunity.xyz}}Go to Contact -> Custom fields -> Opportunity Details -> Select a field name that is dynamicThe field will be shown in curly double braces.

Eg: {{opportunity.assigned_to}} in this case. Save this template. Go to workflows and choose relevant opportunity triggers from which the value has to be fetched. Use Send Document & Contracts action by choosing the right template where opportunity custom values are configured and saved.

Here are some examples: If you want to automate sending of a contract based on which stage an opportunity is in the pipeline.- Set relevant pipeline filter in Pipeline stage changed. Here In Pipeline = Electrical fitting- This will trigger whenever pipeline stage = contactedIf you want to automate sending of a contract based on status change of an opportunityWhenever status of the opportunity will be changed -> the document will be sentHere's a real world example of how we automated a contract with opportunity custom values and sent it.

1. Saved a template with {{opportunity.tshirt}}2. Entered a value in one of the opportunities for tshirt3. Moved the pipeline stage of the opportunity4.

The document was sent with Test Size populated successfullyWhy We Built ItAutomation: To support automation of document generation using up-to-date opportunity data and reduce manual entry. Seamless Integration: To enable seamless integration between workflows and document management, improving the user experience for contract and document handling.