Add custom opportunity fields to Contracts & Documents
in progress
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Anthony Catoni
My clients submit real estate deals for funding and contracts are created/autofilled using opportunity data (property address, funding amount, title company, etc) rather than contact data. I'm having an issue where a contract is sent out for signing and if the same contact submits another property, the data from the first property is being overwritten by the second property. I had to create custom contact fields because I cant use custom opportunity fields within the contract, so GHL thinks the contact data is just being updated rather than it being a completely separate opportunity.
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A
Adam Hindley
Yeah, I believe that this would make things really easy, especially if you could use the custom objects as the property details and pull them in to specific documents that are associated with the contact.
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Tony Smith
Glad to see this is in progress - this will really streamline our business operations.
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Ramoel Assis
It is completely essential to be able to include customized Opportunity fields in contracts. I'm looking forward to this functionality.
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Lydia Taggart
I am SO glad this is in progress!!!! Our contracts NEED to tie to the opportunities and custom fields created for the opportunity not just the contact. Hooray it's in progress!
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Ricardo Goncalves
Glad this is in progress, looking forward to it.
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Sales & Marketing
marked this post as
in progress
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Iver Aune
Sales & Marketing Im not asking for Custom Field support with the merged post.
Im asking for a overview of the actual fields from the contact / opportunity / company.
Example: We want to view and use images of a home project that is uploaded to the contact.
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Sales & Marketing
Merged in a post:
Custom field support with Contracts is limited
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Nisha Sridhar
A contract seems to be tied to a contact whereas a contract in our use case is tied to an opportunity. In the service industry, a customer can have multiple jobs and each job will have a contract. I don't see a way to add opportunity fields. Also, fields that are filled by us can't be linked to a custom field which is a limiting factor. For example, I want to add the opportunity value as part of the contract.
Going a step further, if from a UX standpoint, it becomes similar to forms and surveys where I can drag drop custom fields, it would be great.
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Sales & Marketing
Merged in a post:
✅ Contact / Opportunity / Company data available in Document Builder
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Iver Aune
Our users would like to have Contact / Opportunity / Company / Custom Object data available in the document builder.
After selecting, eg, 'Contact' (the recipient of the document), add a tab where we can view object notes, documents/files, tasks, etc.
We expect important data to be available platform-wide in a CRM; we would love to have it in the document builder as well.
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Sales & Marketing
Merged in a post:
Workflow: Create Proposal from Template when Opportunity Stage changes
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Jason Bass
When an Opportunity hits a Stage in a Pipeline, I would like for a Document to be auto-drafted based on a specified Template. Perhaps a tag at the Opportunity level could be what specifies which Template.
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Sales & Marketing
Merged in a post:
Allow Opportunities custom fields in Document and Contracts
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Luis Perez
I was trying to add opportunities custom fields in a Document but i can only add contact fields. Also allow to send custom documents just for review without signatures.
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