How To Edit the Proposal Sections on the Proposal Template [Video] (Doc ID 1628316.1)

Last updated on AUGUST 01, 2017

Applies to:

Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 15 and later
Information in this document applies to any platform.

Goal

Proposal sections are the most fundamental elements of your proposal document. Administrators build proposal templates by choosing sections to include in the template and ordering them.

There are four different section types that can be added to a template. They are listed under the Proposal Sectionssubheading on the Layout tab.

Solution

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