This chapter covers the following topics:
Integration with Oracle Proposals allows sales representatives to create proposals based on quotes and submit them to customers. Oracle Proposals streamlines proposal creation by automating time-and-resource consuming tasks. You can generate proposals from templates that package recurring proposal elements such as cover letters, executive summaries, and product descriptions.
When creating a proposal from Quoting, essential quote information, such as the customer name, is automatically pulled into the proposal. From Oracle Quoting, you can create proposals and view existing proposals for a quote.
You can initiate the action to create a proposal from within Forms Quoting. However, the HTML UI of the Proposals page opens.
Prerequisites
The quote is not expired
The quote has not been submitted for a batch pricing call
The quote is not in Order Submitted status
The primary version of the quote must be used.
Pricing and Tax status must be Complete.
To create a proposal, select Proposals from the Actions LOV.
For additional information on creating a proposal, refer to the Oracle Proposals User Guide.