We would like opportunity-level merge fields, such as the PSA opportunity external identifier, to be available directly within quote content widgets. These fields are currently only available in email templates.
Steps to reproduce:
Open a quote content widget and check the available merge field list. Opportunity fields such as {{quote.opportunity.externalIdentifier}} are not present, even though this same field is documented and works in email templates.
Expected behaviour: Opportunity fields available in email templates are also selectable in the quote content widget variable picker.
Impact: We track work against opportunities in our PSA and want to reference the PSA opportunity ID directly on the quote itself, not just in emails, for internal tracking purposes.
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To Do
Feature Request
About 4 hours ago
Get notified by email when there are changes.
To Do
Feature Request
About 4 hours ago
Get notified by email when there are changes.