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About Siebel Proposals

Siebel Proposals allows your sales representatives to create proposals (and other types of documents) based on templates that you create in Microsoft Word.

Traditionally, sales representatives create proposals by starting with a proposal that worked in the past and then modifying it for the current prospect. Sales representatives must not only change such basic information as the customer's name, but also possibly restructure the proposal so that it fits the new prospect's unique needs. For example, the original proposal may have been focused on price, whereas the new prospect is more concerned with other decision criteria, such as speed or extra functionality.

With Siebel Proposals, after the proposal administrator has created the right templates, the sales representative can click one button to build the correct proposal for a specific account or opportunity. Siebel Proposals uses information that sales representatives have entered in the early stages of an opportunity to create the proposal.

Sales representatives can add deal-specific information to the proposal without worrying about formatting or presentation. Using the Proposal Library, sales representatives can find any additional information and automatically insert it into the proposal.

NOTE:  The Siebel proposal document engine is also used to create agreement documents. Administrators who create the agreement templates can follow the steps in this chapter for creating proposals. Users can then select the agreement template and generate an agreement document.