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Applications Administration Guide > Proposals > Creating a Proposal (End User)Before end users can generate a draft of the proposal, they must create a proposal and associate the proposal with an opportunity or account. The following procedure explains how to create a proposal using the Opportunities screen as an example. The Accounts screen could be used as well. This task is a step in Process of Generating Proposals (End User).
NOTE: To generate a proposal based on a different template, in the proposal record select a different template from the Template drop-down list. |
Applications Administration Guide |