Leveraging Opportunity Custom Values in Document Templates

Modified on: Wed, 23 Oct, 2024 at 1:42 PM

TABLE OF CONTENTS

What’s New?

  • 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 Use

  1. Save a Template with Opportunity Custom Value Fields:

    Template with Custom Values

    Custom Fields Setup


  2. Set Up a Workflow:

    • Configure a workflow where opportunity values are updated.
  3. Use the Send Document Trigger:

    • Within the workflow, use the Send Document trigger. This will automatically pull in the updated opportunity custom values into the selected document template.

Why We Built It

  • Consistent Communication: To enable users to send documents with data from different opportunities to the same contact.
  • Automation: To automate 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.

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