How To Create and Customize Custom Sections [Video]
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.
Custom Sections are special sections that administrators and users can use to add formatted text to their proposal templates. Custom sections are created by adding rich-text fields to the Proposal Template or Proposal object which can be formatted to include images, tables and can merge in data from the quote. The content in Custom Sections can be provided by the administrator as static text or it can be supplied by the sales user when the proposal is being created. There are two types of custom sections.
- Custom Administrator Sections– Custom sections that administrators can create and use to add formatted text to templates. Custom sections use merge fields and can be dynamically included on proposal templates.
- Custom User Sections– Custom sections that administrators can create for sales users to add formatted text to proposals.
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