Applications Administration Guide > Proposals >

Creating a Proposal (End User)

Before end users can generate a draft of the proposal, they must create a proposal and associate the proposal with an opportunity or account. The following procedure explains how to create a proposal using the Opportunities screen as an example. The Accounts screen could be used as well.

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

To create a proposal

1. Navigate to the Opportunities screen > Opportunities List view.
2. Drill down on the opportunity associated with the proposal.
3. Click the Proposals view tab, and in the Proposals list, click Auto Proposal.

   Auto Proposal automatically generates a proposal based on a default template or Decision Issue associated with the opportunity.

NOTE:  To generate a proposal based on a different template, in the proposal record select a different template from the Template drop-down list.