Applications Administration Guide > Proposals > Modifying and Adding Content to a Proposal (End User) >

Adding Content to the Proposal

If an administrator has created optional sections in the Proposals Library, end users can customize the proposal by adding one or more of these sections. The Edit Layout command allows end users to add content to a proposal using the Proposal Library.

To add content from the Proposal Library

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 Edit Layout.
4. In the Template Layout dialog box, to display more items in the Content Library list, clear the Show Recommended Only check box.

   NOTE:  If the Show Recommended Only check box is selected, only those component templates recommended by the administrator are displayed. If this check box is cleared, all available components are displayed. For more information, see Sample Proposal Data: Field Mappings and Templates.

5. In the Template Layout dialog box, move items from the Content Library pane to the Table of Contents pane, and then click Save.
6. In the Proposals list, drill down on the proposal name to open the Proposal Table of Contents view to see the new content.