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Modifying and Adding Proposal Content (End User)

After creating and reviewing a draft of a proposal, end users can change the content in the proposal.

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

Viewing the Structure of Proposals

End users can view the structure of a proposal in the Proposal Table of Contents explorer. In this explorer, they can view the hierarchy of sections and components included in a proposal.

Sections are the headings that appear in the proposal. Sections can contain subsections and components. Components consist of the actual information that appears in the proposal. A component can contain multiple files.

To view the structure of a proposal

  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 drill down on the Name field.
  4. In the Proposal Table of Contents explorer, click the plus sign (+) next to the proposal name folder to show its contents.
  5. Click the plus sign (+) next to each folder in the proposal to show more content.

Adding Sections for Proposal Library Components

If an administrator creates optional components in the Proposal Library, end users can customize the proposal by adding these components. The Edit Layout button enables end users to add components in the Proposal Library to a proposal. Complete the procedure in this topic to add new sections to a proposal. These new sections contain components in the Proposal Library.

To add sections for Proposal Library components

  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 Edit Layout.
  4. To display more components in the Content Library list of the Template Layout dialog box, clear the Show Recommended Only check box.

    NOTE:  If the Show Recommended Only check box is selected, only those components that the administrator recommends appear in the Content Library list. If this check box is cleared, all available components appear in the Content Library list. For more information about recommended content, see Creating the Proposal Library.

  5. In the Template Layout dialog box, move components from the Content Library list to the Table of Contents list, and click Save.

    If you make a mistake, click Reset Layout to undo all changes to the Table of Contents list.

  6. To see the new content in the proposal, complete the following steps:
    1. In the Proposals list, drill down on the Name field of the proposal.
    2. In the Proposal Table of Contents explorer, click the plus sign (+) next to the proposal name folder.
    3. Click the plus sign (+) next to the Sections folder under the proposal name folder.

      The new sections appear under the Sections folder.

Changing the Order of Sections in Proposals

When end users add a section to a proposal, the section sequence numbers are not automatically regenerated. If you insert a section in a proposal, you must modify each sequence number for the proposal. The sequence numbers in the Proposals list determine the order in which sections appear in the proposal.

You can use the Edit Layout button and the Proposal Table of Contents explorer to resequence proposal sections.

To change the order of proposal sections using Edit Layout button

  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 Edit Layout.
  4. In the Template Layout dialog box, change the order of the sections or remove sections, and click Save.

    NOTE:  The Show Recommended Only check box is automatically selected in the Template Layout dialog box only if the Content Library list contains recommended components. Otherwise, the check box is cleared.

Complete the following procedure to use the Proposal Table of Contents explorer to resequence proposal sections.

To change the order of proposal sections using Proposal Table of Contents explorer

  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, and drill down on the Name field of the proposal in the Proposals list.
  4. Navigate to the Sections list by completing the following steps:
    1. In the Proposal Table of Contents explorer, click the plus sign (+) next to the proposal name folder.
    2. Click the plus sign (+) next to the Sections folder under the proposal name folder.
  5. In the Sections list, change the number in the Sequence field for each section.
  6. If you want to remove a section from a proposal, select the section, and click Delete.

Adding Components to Proposals

Components are the boilerplate text that you can add to a proposal. End users can add components to sections from the Proposal Library, from the Siebel Encyclopedia, and from another location, such as a local hard drive. You can add more than one component to a section.

The Proposal Library includes a hierarchical structure that administrators can use when designing literature components to associate with a proposal. Using the Proposal Library, end users can navigate to a section or subsection, and then select the component file associated with the section.

To add a component from the Proposal Library

  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, and drill down on the Name field of the proposal in the Proposals list.
  4. Navigate to the Sections list by completing the following steps:
    1. In the Proposals Table of Contents explorer, click the plus sign (+) next to the proposal name folder.
    2. Click the plus sign (+) next to the Sections folder under the proposal name folder.
    3. Click the plus sign (+) next to the section name folder under the Sections folder.
  5. In the Sections list, click Library.
  6. Navigate to the Components list of the Proposal Library by completing the following steps:
    1. In the Library explorer, click the plus sign (+) next to the Proposal Library folder.
    2. Click the plus sign (+) next to the Sections folder under the Proposal Library folder.
    3. Click the plus sign (+) next to the section name folder under the Sections folder.
    4. Click the plus sign (+) next to the Components folder under the section name folder.
  7. In the Components list, select the component to add, and click Add Components.

    The component file is added to the Components folder for the section you select in Step 4.

Complete the following procedure to add a component from the Siebel Encyclopedia.

To add a component from the Siebel Encyclopedia

  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, and drill down on the Name field of the proposal in the Proposals list.
  4. Navigate to the Components list by completing the following steps:
    1. In the Proposal Table of Contents explorer, click the plus sign (+) next to the proposal name folder.
    2. Click the plus sign (+) next to the Sections folder under the proposal name folder.
    3. Click the plus sign (+) next to the section name folder under the Sections folder.
    4. Click the plus sign (+) next to the Components folder under the section name folder.
  5. In the Components list, create a new record by completing the following steps:
    1. Click New to display the Add Sales Tools dialog box.
    2. In the Add Sales Tools dialog box, select a record you want to add, and click Add.

      NOTE:  You can add only DOC and TXT files as components directly into a template section.

Complete the following procedure to add a component from another location.

To add a component from another location

  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, and drill down on the Name field of the proposal in the Proposals list.
  4. Navigate to the Components list by completing the following steps:
    1. In the Proposal Table of Contents explorer, click the plus sign (+) next to the proposal name folder.
    2. Click the plus sign (+) next to the Sections folder under the proposal name folder.
    3. Click the plus sign (+) next to the section name folder under the Sections folder.
    4. Click the plus sign (+) next to the Components folder under the section name folder.
  5. In the Components list, create a new record by completing the following steps:
    1. Click New to display the Add Sales Tools dialog box.
    2. In the Add Sales Tools dialog box, click New to display the Components list again.
    3. In the Components list, enter a name and sequence for the file, and then click the select button in the File Name field to display the Add Attachment dialog box.
    4. In the Add Attachment dialog box, attach the file.

Modifying Proposal Component Files

End users can modify a component file if Microsoft Word is installed locally on their computers. End users must have the same application that is used to create the component file.

To modify a proposal component file

  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, and drill down on the Name field of the proposal in the Proposals list.
  4. Navigate to the Components list by completing the following steps:
    1. In the Proposal Table of Contents explorer, click the plus sign (+) next to the proposal name folder.
    2. Click the plus sign (+) next to the Sections folder under the proposal name folder.
    3. Click the plus sign (+) next to the section name folder under the Sections folder.
    4. Click the plus sign (+) next to the Components folder under the section name folder.
  5. In the Components list, select the component, and drill down on the File Name field.
  6. In the File Download dialog box, click Open to begin editing the file.
  7. Edit the file, and perform one of the following steps:
    1. Click Save to save the file.

      If the check box in the Local field is selected for the component, the file is updated in the Siebel application.

    2. Click Save As to save the file to your local hard drive, and perform the following steps:
      • In the Components list, delete the value in the File Name field.
      • Click the select button in the File Name field, and attach the modified file.

        The old file is replaced with the modified file.

    
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