Create a Proposal in Enterprise Sales Management (Managed Package)

As you work on your enterprise quote, create a proposal to send to the customer for approval before you create an order. Use the Vlocity Document Template to create an manage your proposal templates.

1. In the App Launcher, go to All Items and click Vlocity Document Template.

   The following templates are available:

   • B2BExpressProposalGroupDetailed

   • B2BExpressProposalGroupSummary

   • B2BExpressProposalMemberDetailed

   • B2BExpressProposalMemberSummary

2. Click each template in turn, and then click Download Word to download the template.
3. Edit each template as required.
4. To upload the revised template, go to the template details page, and click Create New Version.
5. Click Replace File and select the file that you want to upload.
6. Click Activate to activate the updated template.
7. To use a different template for your proposals, update the TemplateConfigData Integration Procedure.
   1. Go to the App Launcher and enter Integration.
   2. Click Integration Procedures.
   3. Expand b2bExpress/TemplateConfigData and click the active Integration Procedure.
   4. To edit the Integration Procedure, click Deactivate Version, or to create a new version of the Integration Procedure, click Create Version.
   5. Click the TemplateConfigDataSource element.
   6. Click Edit as JSON.
   7. In the TemplateConfigDataSource node in the JSON, for each template, update the value of the VlocityDocumentTemplate key as required.
   8. Click Save.
   9. Click Activate Version to activate the updated Integration Procedure.
8. Generate a proposal from an enterprise quote:
   1. On the enterprise quote page, from the overflow menu at the top, select Create Proposal.
   2. Select if you want to generate a summary proposal or a detailed proposal.
   3. Select if you want the proposal to be aggregated by members or groups. Click Next.
   4. Download the document to view it.
   5. When you are done, click Done.