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11i10 Proposals Ds

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16 views

11i10 Proposals Ds

Uploaded by

andrysuryad
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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ORACLE PROPOSALS 11i

data sheet
Oracle® Proposals is the application that automates and manages the creation of sales proposals.
Oracle Proposals is a key component of the Oracle Customer Relationship Management solution, the
integrated suite that drives profitable customer interactions.

Create Customized Proposals Quickly and Accurately


Complete, consistent, professionally formatted proposals are crucial to winning deals. But creating
proposals offline in a word processor is laborious, repetitive, and produces inconsistent results.
Oracle Proposals seamlessly integrates proposal creation into your sales workflow. The software
creates proposals online from reusable templates, and saves even more time by automatically
transferring previously collected information into the proposal. Oracle Proposals allows your sales
staff to create professional, compliant proposals in hours rather than days.

Quickly create professional proposals

With Oracle Proposals you can:

• Accelerate proposal creation


• Ensure proposal accuracy
• Ease process compliance

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Accelerate Proposal Creation
Oracle Proposals slashes the time required to create, format, and deliver proposal documents.

Online Proposal Templates Cut Production Time


Every proposal contains certain common elements—from company logos to boilerplate content.
Salespeople often waste valuable time recreating this content or looking for old documents that
contain it. Oracle Proposals reduces proposal production time by enabling the sales force to create
and reuse templates that contain common content and formatting.

Information Transfer Creates Personalized Proposals From Opportunities


Salespeople are often forced to waste time re-entering information that already exists in the
company’s Sales Force Automation system. Oracle Proposals solves this problem by creating a
proposal directly from the opportunity. The system copies relevant information such as customer
name and contact from the opportunity, eliminating the need for redundant data entry.

Turn proposal content into a complete, professionally formatted document with a single click

One-click Generation Turns Content Into a Formatted Document


Oracle Proposals makes it easy to turn a completed proposal into a professionally formatted
document. Once the sales representative has assembled the proposal from template components,
a single click on the “Generate Proposal” button produces a complete, formatted proposal package
in PDF or RTF format. The system dynamically pulls relevant information from data fields and
tokens, and formats the resulting document in compliance with company standards.

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Ensure Proposal Accuracy
Oracle Proposals ensures that the information contained in your proposals is current and accurate.

Dynamic Fields Accurately Reference Existing Information


Information that is manually transferred to a proposal from some other source is often inaccurate or outdated.
Oracle Proposals ensures accurate information by dynamically referencing information that is already captured
elsewhere in the sales system. For example, a quote field embedded in a proposal will automatically output the
quoted pricing when the final document is generated. Field values can be entered by the user, provided by
other parts or Oracle’s E-Business Suite, or retrieved via open interfaces from third-party software.

Oracle Proposals dynamically references information already captured in the system

Proposal Components Standardize Content


Assembling proposals from pre-approved components ensures consistent content. Templates can
include multiple proposal components, including cover letters, executive summaries, and legal
boilerplate. Administrators can define components and create multiple expressions of each
component to match different requirements. For example, the component “Cover Letter” can include
the documents “Simple Cover Letter” and “Professional Cover Letter.” These documents are RTF
files that store standard text, graphs, tables, dynamic fields, and more.

Guided Creation Ensures a Complete Proposal Package


The larger and more complex a proposal, the more care is needed to ensure that all required
information is included. With Oracle Proposals, users can track progress as they build proposals
and see “at a glance” whether each proposal component is complete. The system ensures that all
required components are included in the finished document, and allows users to easily include,
exclude, and reorder optional proposal components.

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Ease Process Compliance
Oracle Proposals facilitates process compliance by enforcing the use of approved content and
tracking proposal versions.

Pre-approved Content Reflects Corporate Policies


A proposal represents a commitment to customers, so every word must comply with corporate
policy. Oracle Proposals enforces the use of pre-approved boilerplate content that has already
received business and legal review. This content can include cover letters, product descriptions,
and pricing information.

Versioning Support Maintains Provides Complete Audit Trail


Proposals often go through several versions, and it can be challenging to track changes in terms, or
even know if the customer is reviewing the most current version. Oracle Proposals provides a
complete version and change history that is refreshed each time a proposal is updated. Even when
salespeople leave the organization, knowledge about the progress of the proposal and the deal is
retained within the system.

Email history provides instant access to the history of proposals that have been sent to customers

Email History Tracks Customer Interactions


When salespeople deliver proposals through Oracle Proposals via email, the system tracks the
history of these emails to capture them into the knowledge base surrounding that proposal.
Tracking email recipients, the proposal version they received, and the contents of the email helps
salespeople and managers stay informed about the deal over time.

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KEY FEATURES

Easy Proposal Creation Enhanced Proposal Delivery


• Template based proposal creation • E-Mail proposal documents to customer
• Template categories help users find contacts
right template • Select multiple customer contacts
• Create proposals from quote • Option to zip attached proposal
• Create stand-alone proposals • Specify e-mail subject and text
• View e-mail history
Powerful Personalization • Interaction history records customer
• Include or exclude optional components interaction
• Change components sequence
• Preview components Track Proposals
• Choose from multiple component • Dashboard helps track recent proposals
documents and those coming due
• Personalize proposals through dynamic • Advanced Search help locate proposals
fields
• Add multiple quotes to proposal Easy-To-Use Administration
• Create and manage proposal templates
One-Click Proposal Generation • Specify components sequence and if
• Generate proposal document users can remove them from proposal
• Document generation in open RTF • Publish templates to make them
format available to users
• View generated document instantly in • Privilege for administrators to select and
any word processor supporting RTF test unpublished templates
• Flexible process to generate proposals • Create and manage components
online or offline • Create and manage dynamic fields
• Notifications helps track offline • Support for variety of dynamic fields
generation status such as text, drop down, Java program,
number and date
Flexible Proposal Management • Seeded dynamic fields expose quote
• Versioning support for proposal and proposal information
regeneration • Create and manage template categories
• Download proposal document for offline
use Seamless Integration
• Upload proposal document • Out-of-the-box integration with other E-
• Remarks on uploaded documents help Business Suite products such as
maintain notes on revisions Quoting
• Use of E-Business Suite data model

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Oracle Corporation
World Headquarters
500 Oracle Parkway
Redwood Shores, CA 94065
USA

Worldwide Inquiries:
650.506.7000
Fax: 650.506.7200
http://www.oracle.com
Oracle Corporation (NASDAQ: ORCL) is the world's leading supplier
of software for information management, and the world's second largest
independent software company. With annual revenues of more than $10.1
billion, the company offers its database, tools and application products,
along with related consulting, education, and support services, in more
than 145 countries around the world.

Features and screen shots shown may not correspond exactly to the
released product.

Oracle is a registered trademark of Oracle Corporation.

All other company and product names mentioned are used for identification
purposes only and may be trademarks of their respective owners.

Copyright © 2005 Oracle Corporation


All Rights Reserved

Last Updated: July, 2005

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