• MindenMan
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Hi all;

Very new to SalesForce but recent convert from Dynamics CRM.

I'm trying to create a contract document that includes products sold to a customer from a "won" Opportunity.

I'm not sure if it is even possible but I'm looking to bring into the one document items such as Company name/address etc, opportunity line items and products, contract number/start date/end date etc.


The first two (company and opportunity/product) I can do out of the box using the Office connector and running the merge on the Opportunity object. But I'm unable to bring in the contract information unless I run the merge from Contracts and then I lose the opportunity line items and products.


Any help is greatly appreciated.