How To Use Merge Fields and Formatting Rich-Text Fields in a Proposal Template (Doc ID 1628405.1)

Last updated on JULY 05, 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

Administrators can add data from Salesforce to proposal templates using Merge fields. Merge fields are available on any section in the Proposal Template editor which uses rich-text fields. Merge fields can merge data from the Account, Contact, Opportunity, Quote and User records associated with the proposal being created.

Solution

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