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BigMachines Proposal Template

edited Oct 21, 2016 5:00AM in Using the My Oracle Support Portal (MOSC) 1 commentAnswered

When creating a Proposal in Quotes page, is it possible to use update the 'Proposal Name' in Proposal Templates to auto-fill or update to the Quote Name?

I would like there to be less steps for our sales team to do and have that automated in some way. Do I have to create a workflow and Update field rule?

Please advise. THANKS!

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