How to Attach and Email Proposals (Doc ID 1999225.1)

Last updated on SEPTEMBER 06, 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.

Goal

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.

Solution

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