Oracle Proposals User Guide

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Preface

Introduction to Oracle Proposals

Overview

Oracle Proposals Key Features

Oracle Proposals Integrations

Oracle Product Integrations

Third Party Integrations

Overview of Using Oracle Proposals

Logging In to Oracle Proposals in Self Service Mode

Accessing the Proposals page

Accessing the Oracle Proposals Administrator Interface

Summary of Oracle Proposals Tasks

Administrator Proposal Creation Overview

User Proposal Creation Overview

Configuring Oracle Proposals

Overview

Template Categories

Defining Quoting and Proposals Dynamic Fields

Dynamic Fields: Proposal and Quote Pages

Setting Up User Defined Dynamic Fields

Creating User Defined Dynamic Fields

Inserting Dynamic Fields in RTF Files

Editing Dynamic Fields

Deleting Dynamic Fields

Setting Up Proposal Components

Creating Proposal Components

Editing Components

Deleting Components

Setting Up Proposal Templates

Multi-Language Functionality

Create Proposal Template

Editing Proposal Templates

Allowing Users to Add External Files to Proposals Created from the Proposal Template

Adding Components to Proposal Templates

Removing Components from Proposal Templates

Changing Component Order in Proposal Templates

Changing Default Document and Mandatory Attributes

Publishing Proposal Templates

Deleting Proposal Templates

Working with Proposal Templates from Campaign Activities

Associating Proposal Templates in Campaign Activities

Viewing Proposal Templates associated with Campaign Activities

Deleting Proposal Templates associated with Campaign Activities

Unpublishing Proposal Templates associated with Campaign Activities

RTF Files Overview

RTF 1.8 Support

Creating RTF Files Guidelines

Dynamic Field Structure in RTF Files

Other Administrative Tasks

Setting Profile Options

Creating Proposals Using Unpublished Templates

Concurrent Program for Offline Generation

Accessing Proposals

Accessing Proposals from the Proposals Page

Accessing Proposals from Other Applications

Creating and Deleting Proposals

Overview of Creating Proposals

Creating Proposals

Creating Proposals in Oracle Proposals

Creating a Proposal from a Quote

Creating a Proposal from an Opportunity

Creating a Proposal from a Customer

Creating a Proposal from a Lead

Deleting Proposals

Working with Proposals

Personalizing, Generating, and Maintaining Proposals

Proposal Content Tab

Personalizing Components

Adding Components

Excluding Components

Changing the Order of Components

Working with Quotes as Components

Adding Supporting Documents

Generating Proposals

Generated Documents Tab

Working with a Generated Proposal

Sending a Proposal

Viewing Generated Proposal Details

Deleting a Generated Proposal

Seed Data

Seeded Dynamic Fields

Proposal Dynamic Fields - General

Proposal Dynamic Fields - Sales Representative

Proposal Dynamic Fields - Customer

Quote Dynamic Fields - Header: General

Quote Dynamic Fields - Header: Customer

Quote Dynamic Fields - Header: Pricing

Quote Dynamic Fields - Header: Contract

Quote Dynamic Fields - Header: Payment

Quote Dynamic Fields - Header: Attachment

Quote Dynamic Fields – Header: Shipment

Quote Dynamic Fields - Lines: General

Quote Dynamic Fields - Lines: Pricing

Structure Dynamic Fields

Dynamic Field Structure in RTF Files

Overview

RTF Representation of a Quote

Example of a Quote in an RTF File

Quote Related Dynamic Field Scenarios

Control Structure Rules

Example of RTF Document with Dynamic Fields

Warnings

Common Errors

Creating Java Program Dynamic Fields

Overview

Database Connection/Transaction

Reusing the same database connection

Creating new database connection

View Object

Registering Your Java Program

Java Program in Generated Proposal Versions

Sample Code Program

Permissions for Oracle Content Manager

Overview

Seeded Folders

Create Folder

Add File from Desktop flow

Uploading an Associated Version Flow

Browse and Search Folders and Library Categories

Index

Oracle Proposals User Guide

Contents