TABLE OF CONTENTS
- What’s New?
- How to Use
- Why We Built It
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. Go to Payments -> Documents & Contracts Templates -> New template
2. Drag a text box or table where you wish to populate opportunity custom values/fields.
- Either select custom values icon from top right
OR
- Directly enter the field name such as {{opportunity.xyz}}
3. Go to Contact -> Custom fields -> Opportunity Details -> Select a field name that is dynamic
4. The field will be shown in curly double braces. Eg: {{opportunity.assigned_to}} in this case.
Save this template.
5. 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:
1. 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 = contacted
2. If you want to automate sending of a contract based on status change of an opportunity
Whenever status of the opportunity will be changed -> the document will be sent
Here'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 tshirt
3. Moved the pipeline stage of the opportunity
4. The document was sent with Test Size populated successfully
Why We Built It
- Automation: 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.