Invoices & Estimates: Opportunity custom value support in Terms & Notes

What’s New?

– Opportunity Custom Values in Invoices & Estimates: You can now pull Opportunity Custom Values directly into your invoice and estimate templates “Terms & Notes” section

– Auto-Populated Fields: When you send an invoice or estimate—whether from a workflow or from the Opportunity screen—fields automatically update with the latest opportunity data.

How to Use

1. Using Opportunity Fields

• Navigate to Opportunity Details to find your desired field.
• Insert the field in double braces (e.g., {{opportunity.assigned_to}}).
• Send Invoice or Estimate (If origin is from Opportunity card)

1. Create Invoice/Estimate from an opportunity card

• Go to Opportunities -> Select an Opportunity -> Payments -> Create Invoice/Estimate
• Go to Terms & Notes to insert your opportunity fields (e.g., {{opportunity.xyz}}).
• Click Send

2. Create a template & trigger from a Workflow

• Go to Payments → Invoices & Estimates → Templates → New Template.
• Go to Terms & Notes to insert your opportunity fields (e.g., {{opportunity.xyz}}).
• Click Save.
• Choose the right opportunity trigger in your workflow (e.g., Pipeline stage change, Opportunity status change etc).
• Add a Send Estimate/Invoice action.
• Select the template you created with the opportunity fields.

Example

• Suppose you have a custom field named tshirt.
• Your template has {{opportunity.tshirt}} in the terms and notes.
• When you change the pipeline stage, the Invoice/estimate is automatically sent with the correct T-shirt size or details populated.

Why We Built It

• Automation: Reduce manual data entry by auto-filling invoices and estimates with live opportunity details in terms section.