Siebel Correspondence, Proposals, and Presentations Guide > Proposals >

Process of Creating Proposal Templates

To create proposal templates, perform the following tasks:

1. Creating Proposal Template Documents in Microsoft Word. Create Microsoft Word documents. To create the documents for the template, you must write the text and insert bookmarks for such variables as company, contact name, and address.
2. Creating Records for Proposal Templates. Use the Siebel application to create a single record for the template.
3. Defining Proposal Template Sections. Create the proposal structure. Specify the sections the proposal contains.
4. Adding Components to Proposal Template Sections. Specify the components each section contains.
5. Using Conditions in Proposal Templates. Use conditions in sections or components. You can add conditions to specify that sections or components are included in the proposal only under certain circumstances.
6. Defining Proposal Field Mappings. Specify the Siebel objects that correspond to each bookmark in the Microsoft Word component documents. You also specify the name of this mapping in the template record.
7. Associating Field Mappings with Proposal Templates. Associate the mapping with a template to make it apply to all the components in that template.
8. Creating the Proposal Library. Create a separate library of documents that sales representatives can draw upon to customize their proposals. You can perform this optional step at any time.
9. Enabling Users to Display Proposals in HTML Format. Update settings on the Document Server to enable end users to view proposals in HTML format.