Quote Proposal Generation
I have a requirement as user should be able to generate a Proposal for each and every quote based on standard templates already defined in the application.
For this purpose I first defined proposal templates as mentioned below.
Navigate to: Administration Document à Proposal Template à Create New Record.
Name: ABC
Default: TRUE
Category: Quote
Template File Name: I have uploaded My Doc here.
I have defined 1 section of type File and it contains static data (Hence No Field Mapping Required).
Now when I navigate to Quote Screen à Proposal View à New
I could not find my Template in LOV of Template Field.