How to use Opportunity Custom Values in Document & Contracts Templates?

Overview

Leverage the power of Opportunity Custom Values in your document templates with Stack. This feature allows for dynamic data integration, ensuring your documents are always populated with the most current information during workflow execution.

Features

Opportunity Custom Values in Templates

• Auto-Populated Data: Your document templates will automatically fill with updated opportunity data as workflows are executed, streamlining your document management process.

How to Use Opportunity Custom Values

1. Create a New Template

   • Navigate to Payments > Documents & Contracts Templates and select New Template.
   • Drag a text box or table to the desired location for your opportunity custom values.

2. Insert Opportunity Custom Values

   • You can add custom values by clicking the custom values icon located at the top right of the interface.
   • Alternatively, directly enter the field name in the format {{opportunity.xyz}}.

3. Select Dynamic Fields

   • Go to Contact > Custom Fields > Opportunity Details to choose a dynamic field name.
   • The field will appear in curly double braces, for example, {{opportunity.assigned_to}}.

4. Save Your Template

   • Once your template is configured with the desired fields, save it for use in workflows.

5. Set Up Workflows

   • In your workflows, select the relevant opportunity triggers to fetch the necessary values.
   • Use the Send Document & Contracts action to choose the template with configured opportunity custom values.

Examples

• Automate Contract Sending by Pipeline Stage:

  • Set a pipeline filter, such as “Pipeline = Electrical fitting”.
  • The workflow will trigger when the pipeline stage changes to “contacted”.

• Automate Contract Sending by Status Change:

  • Configure the workflow to send the document whenever the opportunity status changes.

Real-World Example

1. Save a template containing {{opportunity.tshirt}}.
2. Enter a value for the “tshirt” field in an opportunity.
3. Change the pipeline stage of the opportunity.
4. The document is sent with the “Test Size” field populated successfully.

Why We Built This Feature

Automation

This feature supports the automation of document generation using the latest opportunity data, minimizing the need for manual data entry.

Seamless Integration

It enhances the integration between workflows and document management, offering a smoother experience for handling contracts and documents.