Using Opportunity Custom Values in Document & Contract Templates

What Are Opportunity Custom Values?

Document and contract templates allow you to create reusable files with placeholder sections that can be automatically populated with data. These templates can include specific details from your opportunities using custom values. When used in workflows, these templates generate personalized documents or contracts that outline deal particulars and can be signed to finalize agreements.

Note: This article focuses on creating and editing templates, not individual documents or contracts. To work with templates, navigate to Payments > Documents & Contracts and select Templates from the dropdown. Ensure the page title includes "Templates" and you're on the Templates tab. You can also confirm you're editing a template by checking for the word "templates" in your browser's URL bar.

Adding Opportunity Custom Values to Templates

To incorporate opportunity-specific data into your templates:

1. Go to Payments > Documents & Contracts Templates and create a new template or edit an existing one
2. Drag a text box or table component to the area where you want to display opportunity data
3. Either type the exact merge field directly (for example: {{opportunity.xyz}}) or use the merge fields menu
4. If using the menu: navigate to Contact > Custom fields > Opportunity Details and select the appropriate dynamic field
5. Review your template to ensure the merge field appears in the correct location
6. Save your template

When the template is used in an automation, the merge field will automatically be replaced with the actual opportunity data.

Using Templates with Opportunity Values in Workflows

To automatically generate documents using your template:

1. Navigate to Automation > Workflows and create or edit a workflow
2. Add the Send Documents & Contracts action to your workflow
3. Select the template you want to use and choose whether to save as draft or send immediately
4. Save your workflow

Automating Document Sending in Opportunity Pipeline

You can configure your CRM to automatically send document templates when opportunities reach specific pipeline stages:

1. Create a new workflow at Automation > Workflow
2. Add a trigger such as Pipeline Stage Changed or Opportunity Status Changed
3. Configure the trigger filters to match the relevant pipeline, stage, or opportunity criteria
4. Add the Send Documents & Contracts action and select your template
5. Save the workflow

When the workflow triggers, the system will automatically populate your template with opportunity custom values before sending the document.