Templates
Access to the Opportunities application is restricted. As communicated in the SuiteProjects Pro 2023.2 release notes, enabling the Opportunities application is no longer permitted. You can continue using the Opportunities if it is currently enabled in your account.
As an alternative to using the Opportunities module, consider using project stages to track projects through the sales cycle. For more information about project stages, see Project Stages.
You can generate proposals using standard text and estimates including hours and rate, fixed fee values, and expense costs. Text items added to a proposal may reference defined Templates to ensure standard wording is used on all proposals. A typical example of this would be disclaimer text or copyright text.
When a template exists and a proposal is being created, you can create text items for the proposal and either enter custom text or select a defined template that uses the text defined in the template. If a template does not exist, the option to select a template does not display when you are creating text items for the proposal.
To create a Template:
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Go to Administration > Application Settings > Opportunities > Templates.
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Select New Template from the Create Button.
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Enter the Template name and the standard wording for the template in the Content text area.
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Click Save.