How to Attach and Email Proposals
Last updated on NOVEMBER 14, 2017
Applies to:Oracle BigMachines Express CPQ Cloud Service for Salesforce.com - Version Spring 16 and later
Information in this document applies to any platform.
After creating and finalizing a proposal, the sales user should attach the proposal document to the proposal record. Additionally, when a proposal is ready to be sent to a customer, sales users can send their proposal directly from the proposal record. This article outlines the processes for completing this process.
Sign In with your My Oracle Support account
Don't have a My Oracle Support account? Click to get started
My Oracle Support provides customers with access to over a
Million Knowledge Articles and hundreds of Community platforms