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Opportunity Custom Values in Document & Contract Templates
Personalize documents and contracts with live Opportunity data. Insert pipeline stage, amount, and other values directly into your templates.
Keeping Documents Aligned With Your Pipeline Data
When creating proposals or contracts, it can be easy for details like deal stage, amount, or pipeline information to become outdated or inconsistent.
Opportunity custom values allow you to pull live data directly from your pipeline into documents and templates automatically.
Without dynamic values, documents may require manual updates, increasing the risk of errors or mismatched information.
This guide will walk you through how to use opportunity-based values so your documents stay accurate and reflect your current pipeline data.
To begin, review what opportunity custom values do and how they populate your templates.
What Opportunity Custom Values Do
Opportunity custom values are merge fields that pull data from an Opportunity record and place it into your document or contract template automatically. This helps you generate proposals, agreements, and contracts with the right pipeline, stage, and amount—without manual edits.
- Opportunity Name
- Pipeline and Stage
- Opportunity Amount
- Close Date (when available)
Best practice: Combine Opportunity values with Contact fields (name, email, company) to build a complete, personalized document.
Step 1: Open a Template
- Go to Payments → Documents & Contracts
- Click Templates
- Select an existing template or create a new one
Step 2: Insert Opportunity Custom Values
- Inside the editor, click Insert Field
- Select Opportunity Values
- Insert fields such as Opportunity Name, Pipeline, Stage, Amount, or Close Date
Pro tip: Add labels next to values (example: “Stage: {{ stage }}”) so the document reads cleanly for clients.
Step 3: Preview and Send
When you generate a document tied to a specific Opportunity, the template fields populate with the latest values. If the Opportunity changes later, newly generated documents reflect the updated values.
Example: If the Opportunity amount changes from $2,500 to $3,000, the next document you generate will pull the new amount automatically.
Benefits of Opportunity Values
- Accuracy: Keep stages and amounts consistent with your pipeline records
- Personalization: Mix Contact + Opportunity fields for polished proposals
- Efficiency: Reduce manual edits and prevent copy/paste errors
Want smarter documents and faster proposals?
Use templates that pull live CRM and pipeline details so your contracts stay accurate without extra manual work.
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Frequently Asked Questions
What are Opportunity custom values?
Merge fields that pull Opportunity details (like name, pipeline, stage, and amount) into a template.
How do I add them to a template?
Open a template, click Insert Field, then choose Opportunity Values and select the fields you need.
Do they update dynamically?
Yes. When you generate a document tied to an Opportunity, it pulls the current values at that time.
Can I mix contact and opportunity values?
Yes—templates can include both Contact fields (like name/email) and Opportunity fields (like stage/amount).
Where can I use these templates?
In Documents & Contracts when sending proposals, agreements, and contracts tied to an Opportunity.
Keep Contracts Accurate Without Manual Edits
Insert pipeline and deal details directly into templates so every document reflects what’s actually in your CRM.
Fewer errors. Faster sending.
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