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.
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.
- 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.
- Automation: Reduce manual data entry by auto-filling invoices and estimates with live opportunity details in terms section.
