Allow invoice and estimate templates to use dynamic values for product title, product price, and any dates
A
Andrew Davis
Allow invoices and estimates to use dynamic values for product title:
(Opportunity Name -> Product Title)
product price:
(Opportunity Value -> Product Price)
and due dates or payment schedule dates:
(Opportunity custom date field -> Due date, payment schedule, etc)
This would allow invoices to be created dynamically in automations and would allow for templates to be used in automations instead of having to create invoices manually.
We do not charge the same amount for everything we do. Every project is custom and has custom pricing. If we can generate an estimate or invoice via workflow and set the value automatically in the workflow, this would save us a lot of time and frustration.
Alternatively, you could have a workflow action called "Create Invoice/Estimate from Opportunity"
And this would just map Opportunity default fields to the invoice for sending. But would not address the date fields that would dynamically set the due date.
Not being able to create an invoice via workflow outside of an existing template is a major pain point for us. None of our estimates or invoices are the same value. Ever.
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