Invoices & Estimates: Opportunity custom value support in Terms & Notes
- Opportunity Custom Values in Invoices & Estimates:
You can now pull Opportunity Custom Values directly into your invoice and estimate templates "Terms & Notes" section
- Auto-Populated Fields:
When you send an invoice or estimate—whether from a workflow or from the Opportunity screen—fields automatically update with the latest opportunity data.
How to Use
1. Using Opportunity Fields
Navigate to Opportunity Details to find your desired field.
Insert the field in double braces (e.g., {{opportunity.assigned_to}}).
Send Invoice or Estimate (If origin is from Opportunity card)
1. Create Invoice/Estimate from an opportunity card
Go to Opportunities -> Select an Opportunity -> Payments -> Create Invoice/Estimate
Go to Terms & Notes to insert your opportunity fields (e.g., {{opportunity.xyz}}).
Click Send
2. Create a template & trigger from a Workflow
Go to Payments → Invoices & Estimates → Templates → New Template.
Go to Terms & Notes to insert your opportunity fields (e.g., {{opportunity.xyz}}).
Click Save.
Choose the right opportunity trigger in your workflow (e.g., Pipeline stage change, Opportunity status change etc).
Add a Send Estimate/Invoice action.
Select the template you created with the opportunity fields.
Example
Suppose you have a custom field named tshirt.
Your template has {{opportunity.tshirt}} in the terms and notes.
When you change the pipeline stage, the Invoice/estimate is automatically sent with the correct T-shirt size or details populated.
Invoices & Estimates: Opportunity custom value support in Terms & Notes
- Opportunity Custom Values in Invoices & Estimates:
You can now pull Opportunity Custom Values directly into your invoice and estimate templates "Terms & Notes" section
- Auto-Populated Fields:
When you send an invoice or estimate—whether from a workflow or from the Opportunity screen—fields automatically update with the latest opportunity data.
How to Use
1. Using Opportunity Fields
Navigate to Opportunity Details to find your desired field.
Insert the field in double braces (e.g., {{opportunity.assigned_to}}).
Send Invoice or Estimate (If origin is from Opportunity card)
1. Create Invoice/Estimate from an opportunity card
Go to Opportunities -> Select an Opportunity -> Payments -> Create Invoice/Estimate
Go to Terms & Notes to insert your opportunity fields (e.g., {{opportunity.xyz}}).
Click Send
2. Create a template & trigger from a Workflow
Go to Payments → Invoices & Estimates → Templates → New Template.
Go to Terms & Notes to insert your opportunity fields (e.g., {{opportunity.xyz}}).
Click Save.
Choose the right opportunity trigger in your workflow (e.g., Pipeline stage change, Opportunity status change etc).
Add a Send Estimate/Invoice action.
Select the template you created with the opportunity fields.
Example
Suppose you have a custom field named tshirt.
Your template has {{opportunity.tshirt}} in the terms and notes.
When you change the pipeline stage, the Invoice/estimate is automatically sent with the correct T-shirt size or details populated.