Who This Is For / When to Use
This article is for Kyrios users who:
Create contracts, proposals, or documents tied to opportunities
Use workflows to automate document sending
Want to eliminate manual data entry in templates
Need opportunity-specific data (pipeline details, custom fields, assignments) inside documents
Use this feature when documents must dynamically reflect opportunity data at send time.
What Are Opportunity Custom Values
Opportunity custom values are dynamic placeholders that pull data directly from an opportunity record.
These values populate automatically when a document or contract is generated or sent through a workflow.
Common uses include:
Assigned user
Pipeline stage
Opportunity status
Custom opportunity fields
Opportunity-specific configuration details
Opportunity custom values always reflect the most recent data at the time the document is sent.
Where Opportunity Custom Values Can Be Used
Opportunity custom values can be placed anywhere inside a document template, including:
Body text
Tables
Headers
Footers
They behave the same as other custom values and update automatically.
How Opportunity Custom Values Work
Opportunity custom values work through three connected systems:
Document Templates
Templates contain placeholders using custom value syntax.Opportunities
Each opportunity stores the data that will populate the placeholders.Workflows
Workflows control when the document is generated or sent.
When the workflow runs, Kyrios pulls the opportunity data and inserts it into the document before delivery.
How to Add Opportunity Custom Values to a Document Template
Step 1: Create or Edit a Template
Go to Payments
Select Documents & Contracts Templates
Click New Template or open an existing template
Step 2: Add Content Blocks
Drag a Text Box or Table into the template editor
Position it where opportunity data should appear
Step 3: Insert Opportunity Custom Values
You can insert opportunity custom values in two ways:
Option A: Use the Custom Values Picker
Click the Custom Values icon in the template editor
Navigate to:
Contacts
Custom Fields
Opportunity Details
Select the desired field
Option B: Manually Enter the Value
Type the value directly using double curly brackets
Step 4: Save the Template
Confirm all required opportunity custom values are inserted
Save the template for use in workflows
How to Automate Documents Using Opportunity Custom Values
Step 1: Open Workflows
Navigate to Automations → Workflows
Create a new workflow or edit an existing one
Step 2: Choose an Opportunity Trigger
Common triggers include:
Opportunity pipeline stage change
Opportunity status update
These triggers determine when the document will be generated.
Step 3: Add the Send Document & Contracts Action
Add the Send Document & Contracts action
Select the document template containing opportunity custom values
When the workflow runs, Kyrios automatically fills in all opportunity data before sending.
Example: Automated Contract Generation
This example shows a complete automation flow:
A document template includes the custom value:
An opportunity has the field tshirt set to Large
The opportunity moves to a new pipeline stage
A workflow triggers the Send Document & Contracts action
The contract is sent with Large populated automatically
The document always reflects the latest opportunity data.
Best Practices
Use clear custom field names
Clear naming reduces errors when selecting values in templates.Test workflows before going live
Run test opportunities to confirm values populate correctly.Limit excessive custom values
Use only fields that are necessary to keep templates manageable.Standardize templates
Reusable templates reduce maintenance and improve consistency.
Common Issues and Fixes
Opportunity values are not populating
Confirm the document is sent through a workflow
Verify the opportunity trigger is firing correctly
Ensure the opportunity field contains data
Incorrect data appears in the document
Check that the correct opportunity field was selected
Confirm the workflow is tied to the correct opportunity
Document sends but fields appear blank
The opportunity field may be empty
The custom value name may be incorrect
The workflow may be triggering before data is updated
FAQ
What are opportunity custom values?
Opportunity custom values are dynamic placeholders that pull data directly from an opportunity record into a document or contract.
Can I add multiple opportunity custom values to one document?
Yes. You can include as many opportunity custom values as needed within a single template.
What triggers documents to send automatically?
Documents send automatically when a workflow trigger activates, such as an opportunity pipeline stage change or status update.
Do I need special permissions to use opportunity custom values?
You must have access to document templates and workflows within the account to create and use opportunity custom values.
Can opportunity custom values be used in contracts and invoices?
Yes. Opportunity custom values work in contracts, invoices, proposals, and other document types.
Can opportunity custom values be used in headers or footers?
Yes. Opportunity custom values are global and can be placed in headers, footers, tables, or body content.
Can opportunity custom values be used for internal documents?
Yes. They can populate both internal documents and client-facing documents.