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Process of Generating Proposals (End User)

Using proposal templates created by the proposal administrator, sales representatives can create, modify and print proposals for an opportunity, using the Opportunities screen > Proposals view.

A proposal is an offer to sell products or services with specific terms and conditions. A proposal can be long or short, simple or complex. Even a simple proposal consists of several sections such as a cover letter, an executive summary, and a price quotation.

A proposal takes the details you have recorded about an account or opportunity and combines them with a predefined template to create a document tailored to the customer's needs. The template defines the initial formatting and structure of your proposal and can include predefined components, such as text, tables, and diagrams. It can also be set up to include files from the Proposal Library, such as product descriptions and standard terms and conditions. After generating a proposal, you can modify it to meet your customer's requirements.

To generate proposals, perform the following tasks:

• Creating a Proposal (End User) (Required)
• Generating a Proposal Draft (End User) (Required)
• Modifying and Adding Content to a Proposal (End User) (Optional)
• Printing a Proposal (End User) (Optional)
• Locking a Proposal (End User) (Optional)