15/15
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