Siebel Correspondence, Proposals, and Presentations Guide > Proposals >

Creating Proposal Template Documents in Microsoft Word

The first step for creating proposal templates is to create documents in Microsoft Word. These documents consist of one style document and multiple component documents, as shown in Figure 2.

Figure 2. Word Documents That Can Make Up a Proposal Template

The components shown in Figure 2 are only examples. You could have other components, such as a table of contents or a set of collateral, and you could omit the quotes or product descriptions, for example. However, a template must have a style document and one or more component documents.

NOTE:  See Release Notes on Siebel SupportWeb for information about which versions of Microsoft Word are supported.

To create the template documents, you perform the following tasks:

• Planning the template. Decide what components the template should have.
• Creating the style document. Create the document that gives all the template's components a standard format.
• Creating the component documents. Create a document for each component of the template.

These tasks are a step in Process of Creating Proposal Templates.