Introducing Opportunity Custom Value Support in Invoices & Estimates
Enhance the accuracy and efficiency of your invoicing and estimating process with our latest feature update. Now, directly incorporate Opportunity Custom Values within the “Terms & Notes” section of your invoice and estimate templates.
Opportunity Custom Values Integration
This new feature allows you to automatically populate fields with up-to-date information from your opportunities, saving you time and reducing errors. Whether you’re working within a workflow or directly from the Opportunity screen, these fields will refresh with the latest opportunity data upon sending an invoice or estimate.
How to Use Opportunity Fields in Invoices & Estimates
Using Opportunity Fields
- Locate the Desired Field:
- Go to the Opportunity Details page to find the field you want to include.
- Use double braces to insert the field (e.g.,
{{opportunity.assigned_to}}).
- Send your invoice or estimate from the Opportunity card.
Creating Invoices/Estimates from Opportunity Cards
- Generate Invoice or Estimate:
- Navigate to Opportunities → Select an Opportunity → Payments → Create Invoice/Estimate.
- Insert your custom fields in the “Terms & Notes” section (e.g.,
{{opportunity.xyz}}).
- Click “Send.”
Template Creation & Workflow Triggering
- Set Up a New Template:
- Go to Payments → Invoices & Estimates → Templates → New Template.
- Insert opportunity fields in the “Terms & Notes” (e.g.,
{{opportunity.xyz}}).
- Save your template.
- Configure Workflow:
- Select the appropriate opportunity trigger in your workflow (e.g., Pipeline stage change, Opportunity status change).
- Add a “Send Estimate/Invoice” action.
- Choose the template containing your custom fields.
Example Use Case
Imagine having a custom field named “tshirt.” By including {{opportunity.tshirt}} in your template’s terms, you can automatically send invoices or estimates that reflect the correct T-shirt size or details when the opportunity advances through the pipeline.
Benefits of Opportunity Custom Value Integration
- Efficiency: Automate the integration of live opportunity details into your invoices and estimates.
- Accuracy: Minimize manual data entry, reducing the likelihood of errors.
- Streamlined Workflow: Foster a more efficient billing process by leveraging automated data updates.
Stay ahead with seamless invoicing and estimating processes—turning opportunity data into actionable financial documents has never been easier.
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