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Siebel Correspondence, Proposals, and Presentations Guide > Proposals > Sample Proposal Data: Field Mappings and TemplatesTo help you create your first proposal, your Siebel application includes sample data. Sample Field MappingsThe Administration - Document screen > Proposal Field Mappings view includes two mappings: Opportunity and Account. These mappings list common fields you can use in creating your proposal. Table 6 and Table 7 show these mappings. Use the Bookmark name in your Word document when you create a bookmark (for example, REF Company) and select this mapping for the Proposal Templates you create. It will match to the Siebel Business Component field (for example, Account) in your proposal draft with that assigned mapping. Sample TemplatesSiebel Business Applications come with a sample database. Both the Opportunities screen > Proposals view and the Accounts screen > Proposals view include several sample proposal templates for Microsoft Word. These sample proposals can be used as a reference when you define your own proposal template. In this sample database, you will find the following Siebel Proposals sample proposals: The sample templates fall into the following categories:
Seed TemplatesCustomers using the Target Account Selling Module (TAS) can run an Opportunity Plan report in Microsoft Word using the TAS Opportunity Plan template. This proposal template is available in the seed database. For more information on setting up the TAS Opportunity Plan template, see the Upgrade Guide for the operating system you are using. |
Siebel Correspondence, Proposals, and Presentations Guide |