Samples of Proposal Field Mappings

The Proposal Field Mappings view of the Administration - Document screen includes opportunity and account mappings. These mappings list common fields you can use to create a proposal. The following table shows these mappings for the Opportunity business object and business component.

Bookmark Business Component Field

Company

Account

Address

Street Address

City

City

State

State

ZipCode

Postal Code

Country

Country

Industry

Industry

The following table shows these mappings for the Account business object and business component.

Bookmark Business Component Field

Company

Account

Address

Street Address

City

City

State

State

ZipCode

Postal Code

Country

Country

Industry

Industry

Account Type

Type

To create a mapping, use the bookmark name in the Microsoft Word document (for example, REF Company). Associate the bookmark with a business component field (for example, Account). Select the mapping for the proposal templates you create.