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 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