Siebel Correspondence, Proposals, and Presentations Guide > Proposals >

Generating a Proposal Draft (End User)

After creating a proposal, end users can generate a proposal draft. The draft is a document that end users can edit if Microsoft Word is installed on their computers.

End users creating a proposal in a Siebel Web Client environment (network connection) can follow all of the steps in the procedure in this topic. End users creating a proposal in a Siebel Mobile Web Client environment (remote), and who have the Siebel Mobile Web Client installed locally, can omit Step 4.

This task is a step in Process of Generating Proposals (End User).

To generate a proposal draft

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. Drill down on the Opportunity Name field for the opportunity record associated with the proposal.
3. Click the Proposals view tab, select the proposal in the Proposals list, and click Generate Draft.

   The Status field changes to a value of In Queue, and a draft of the proposal is created if you are working in a Siebel Mobile Web Client environment (remote).

4. Click Update to generate a proposal draft from the server if you are working in a Siebel Web Client environment.

   The status of the proposal refreshes. Status field values include In Progress, Generating, Completed, and Failed.