Sales & Marketing we would need both custom values and custom fields. These are available everywhere else (i.e. in messages and emails). It's custom so there's no standard value I need to pull.

Sales & Marketing Custom Fields for the Quantity and Price.

We have some math operations running and it automatically stores in Custom Fields how much we should charge them based on 2 numbers. Number of Pages and Cost per page. (Quantity & Price)

Sales & Marketing being able to use a custom value for pricing in particular on an invoice will be very helpful where the price isn't always the same & the invoice template is being sent via a workflow.

Sales & Marketing I was trying to build an automation and found out that we cannot do this unless it's standard pricing. That does not work for a renovations company for instance (they need custom pricing based on the estimate)

Allowing the feature of custom values to be used in the invoice that way we can create a form with desired pricing and then automate the invoice. Right now if you try to use a custom value in the invoice it says NAN and the invoice cannot save. The same happens when trying to use a custom value for the invoice pricing.

This would be an EPIC update with the ability to now automate custom invoices.

Use case would be automated custom invoicing using forms. (Home Services, Estimate based sales clients will go crazy for this)

Custom value > Monetary custom field.

Use the monetary custom field as a price for a product.

So then for ourselves or a client we can have a pricing form and automate the rest including the proposal and invoice.

Sales & Marketing ALL Custom Fields and Custom Values including Opportunity Custom Fields, Company Custom Fields, and Custom Object Custom Fields.

Shaun Clark, no video required. This is self evident.

Sales & Marketing for us it would be bringing in custom deposit amounts from either contact or opportunity so it isn't a fixed amount. Also pre-populating contact information from the workflow for automations.

Another feature would be having custom fields to do this around deposit, and job reference data like Job Name and Job Number that we have built out to help identify and link to proposals/contracts already in the system.

Sales & Marketing Document fields would be extremely powerful since we can now use documents as a quote with Products. This imples that we can also use Contact custom fields and Opportunity custom fields for Documents. Would really, really make automation around quotes, contracts, and invoices next-level-powerful