Creating Proposals from Quotes

This chapter covers the following topics:

• Overview of Proposals
• Creating a Proposal

Overview of Proposals

Integration with Oracle Proposals allows sales representatives to create proposals based on quotes and submit them to customers. Oracle Proposals streamlines proposal creation by automating time and resource-consuming tasks. You can generate proposals from templates that package recurring proposal elements such as cover letters, executive summaries, and product descriptions.

When creating a proposal from Quoting, essential quote information, such as the customer name, is automatically pulled into the proposal.

See also:

Creating a Proposal

Creating a Proposal

Prerequisites

• The quote is not expired

• The quote has not been submitted for batch pricing call

• The quote is not in Order Submitted status

• The highest version of the quote must be used

• Pricing and Tax status must be Complete

To create proposals from Oracle Quoting, use the Proposals tab.

For additional information on creating a proposal, refer the Oracle Proposals User Guide.