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How to Edit a Proposal Template - Layout Tab General Section (Doc ID 1627598.1)

Last updated on MARCH 01, 2018

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 16 and later
Information in this document applies to any platform.

Goal

The Admin can set the Template framework from the Proposal Template builder, which is located within the Layout tab.

Solution

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In this Document
Goal
Solution
 Editing the Proposal Template Name
 Enabling a Proposal Template
 Enabling Word Output
 Selecting a Default Print Size
 Making Templates Available During Approval
 Assigning a Language

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