Within the document template — whether it's a Quote, Order, Customer Document, or Deal Document — it's possible to insert fields related to users, such as data from the deal owner, customer owner, or quote owner.
In this example, we'll create a field with the WhatsApp conversation link of the quote owner, allowing the customer to contact the responsible person directly.
How to create the field?
Go to Administration > Fields and Forms;
Select the User form;
Click Add field > Create field;
Set the field type and the desired title;
Click Save, then Save form
Within each user's profile, you can fill in the created field for existing users.
How to add the field to the template?
Access the desired document template;
Click Fields;
Select the Quote entity;
Search for the field Owner > [name of the created field];
Add the field to the template;
Click Save.
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