Applications Administration Guide > Proposals >

Generating a Proposal Draft (End User)

After creating a proposal, end users can generate a proposal draft. The draft is a standard word processing document that can be edited if Microsoft Word is installed on the end user's computer.

End users creating a proposal in a Siebel Web Client environment (network connection) should follow Step 1 through Step 4.

End users creating a proposal in a Mobile Web Client environment (remote) who have the Mobile Web Client installed locally should follow Step 1 through Step 3.

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

To generate a proposal draft

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, select the proposal and click Generate Draft.

   In Queue appears in the Status field.

   A draft of the proposal is created if you are in Mobile Web Client environment (remote).

4. Click Update to generate a proposal from the server if you are working in a Siebel Web Client network environment.

   The status of the proposal refreshes when you click Update. Status values include In Progress, Generating, Completed, and Failed.