I work in the hospitality industry. I would like to be able to create a blank contract. I have customized the user fields in the opportunity tab. I can then create a quote. I have modified the quote template to serve my purpose. However, once they say they want to book the facility, then I cannot import the information to a contract. Is there a way to have the opportunity user fields copy themselves into the contact fields. Perhaps a macro or something.
Unfortunately there are no built-in options that allow for copying Opportunity fields to Contact fields (other than manual Copy/Paste). There may be an add-on that will perform this function, here is a link to a list of add-ons: Act! add-ons.