Skip Headers
Index
A
accessing proposals
from Proposals page link
Oracle Quoting link link
Oracle Telesales link link
add components link
adding components
templates link
adding external files link
adding files
from desktop link
from Oracle Content Manager Library link link link
adding files from OCM library link
adding files to proposals link
administering proposal components link
administering template categories link
administrative tasks
other link
administrator
accessing link
proposal creation overview link
associating proposal templates
campaign activities link
C
campaign activities
setting up proposal templates link
viewing proposal templates link
Campaigns integration link
change order of components link
changing component order link
components link
add link
adding files
OCM Library link
change order link
changing order link
creating link
deleting link
editing link link
exclude link
personalize link
setting up link
viewing
viewing components link
concurrent programs link
configuring Oracle Proposals link
content management integration link
control structure rules link
Correspondence tab link
creating a proposals
from a lead link
creating database connection link
creating drop-down dynamic fields link
creating Java program dynamic fields link
creating proposal components link
creating proposals link
from a customer link
from an opportunity link
overview link
creating RTF files link
creating text dynamic fields link
CRM foundation link link
customer
creating proposals from link
D
database connection
creating, new link
reuse link
defining Quoting and Proposals dynamic fields link
deleting a generated proposal link
deleting components link
deleting dynamic fields link
deleting proposal templates link
campaign activities link
deleting proposals link link
dynamic fields link link
control structure rules link
deleting link
drop-down
creating link
editing link
example of RTF document link
inserting link
Java program
creating link
proposal
customer link
general link
sales representative link
quote link
header - attachment link link
header - contract link link
header - customer link
header - general link
header - pricing link
header, shipment link
lines - pricing link
quote related scenarios link
seeded link link
structure link
text
creating link
user-defined link link
E
e-mailing proposals link
editing components link link
editing dynamic fields link
editing proposal templates link
exclude components link
external files
addition link
G
Generated Documents tab link
generating proposals link
I
inserting dynamic fields link
Integrations
CRM foundation link link
integrations link
third party integrations link
J
Java program
registering link
Java program dynamic fields
creating link
database connection/transaction link link
generated proposal versions link link
registering your Java program link
K
Key Features
content management integration link
Key Features link
campaigns integration link
dynamic fields link
e-mail delivery link
guided proposal content building link
opportunity integration link
proposal components for standardized content link
proposal creation link
proposal document generation link
proposal template link
proposal views and searches link
quoting integration link
L
logging in link
M
multi-language functionality link link
N
Notes and Tasks tab link
O
opportunity
creating proposals from link
Oracle Content Manager
adding files from link
adding files from Library link link link
integrations link
permissions link
add file from desktop flow link
browse and search folders and library link
create folder link
seeded folders link
uploading an associated version flow link
Oracle E-Business Suite 12 Release link
Oracle Marketing
campaign activities
associating proposal templates link
deleting proposal templates link
unpublishing proposal templates link
integration link
integrations link
working with proposal templates link
Oracle Proposals
accessing link
administrator link
configuring link
dynamic fields
defining link
integrations link
CRM foundation link link
third party integrations link
key features link
campaigns integration link
content management integration link
dynamic fields link
e-mail delivery link
guided proposal content building link
opportunity integration link
proposal components for standardized content link
proposal creation link
proposal document generation link
proposal templates link
proposal views and searches link
quoting integration link
Logging in link
overview link
summary of tasks link
Oracle Quoting
accessing proposals link link
dynamic fields link
defining link
integration link
Oracle Telesales
accessing proposals link link
P
permissions
Oracle Content Manager link
add file from desktop flow link
browse and search folders and library link
create folder link
seeded folders link
uploading an associated version flow link
personalize components link
profile options
setting link
proposal
generated
delete link
sending link
proposal components
viewing link
proposal creation overview
administrator link
user link
proposal searches link
proposal templates link link
adding components link
allowing addition of external files link
associating
campaign activities link
changing default document and mandatory attributes link
components
changing order link
creating proposals link
deleting link
campaign activities link
editing link
publishing link
setting up link
campaign activity link
unpublishing
campaign activities link
viewing
campaign activities link
proposal views link
proposals
adding files link
concurrent programs link
creating link
creating from quotes link
creating using unpublished templates link
deleting link
generated
view details link
working with link
generating link
personalizing content link link
publishing proposal templates link
Q
quote
example of in RTF file link
related dynamic field scenarios link
RTF representation link
R
reuse database connection link
RTF link link link
dynamic field structure link
example link
example of a quote link
representation of a quote link
warnings link link
RTF (Rich Text Format) files link
dynamic field structure link
RTF 1.8 support link
RTF files overview link
S
Sales Team tab link
seed data link
seeded dynamic fields link link
sending proposals link
setting
profile options link
setting up proposal templates link
setting up user-defined dynamic fields link
structure dynamic fields link
T
tab
Correspondence link
Generated Documents link
Notes and Tasks link
Sales Team link
task summary link
template categories
administering link
templates link
adding components link
associating
campaign activities link
changing default document and mandatory attributes link
components
changing order link
creating proposals using unpublished link
deleting link
campaign activities link
editing link
multi-language functionality link
proposals
creating using unpublished templates link
publishing link
setting up link
campaign activities link
unpublishing
campaign activities link
viewing
campaign activities link
third party integrations link
U
unpublishing proposal templates
campaign activities link
user
proposal creation overview link
user-defined dynamic fields link
V
viewing
generated proposals details link
W
working
with generated proposals link
working with proposal templates
campaign activities link
working with quotes
as components link
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