Siebel Correspondence, Proposals, and Presentations Guide > Proposals >

Samples of Proposal Templates

Siebel Business Applications come with a sample database. The Proposals view of the Opportunities screen and the Proposals view of the Accounts screen include some sample proposal templates for Microsoft Word.

You can use these sample proposals as a reference when you define a proposal template. The following sample proposals are included in the sample database:

• Standard
• Standard Account
• Strategic
• Quality Strategic Account

The sample templates are included in the following categories:

• Standard: Oppty Ppsl
• Standard Account: Acct Ppsl
• Strategic: Oppty Ppsl
• Opportunity Account Plan: Oppty Ppsl
• Quality Strategic Account: Acct Ppsl

Seed Templates

Customers 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 about setting up the TAS Opportunity Plan template, see Siebel Database Upgrade Guide.