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

Adding Components to a Proposal

Section components are the boilerplate text that make up a proposal. To add components, components must already be associated with the section. End users can add components to sections from the Proposals Library, from the Siebel Encyclopedia, or from another location, such as a local hard drive. More than one component can be added to a section.

The Proposal Library offers a hierarchy structure that administrators can use when designing literature components that can be associated with a proposal. Using the Proposal Library, end users can navigate to a section or subsection, and then select the component file associated with the section.

To add a component to 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, drill down on the hyperlink in the Name field of the proposal you want to edit.
4. In the Proposals Table of Contents explorer, click the plus sign (+) next to show the hierarchy of the proposal you want to change.

   The Sections folder appears.

5. Click the plus sign (+) to expand the Sections folder.

   Each section associated with the proposal appears in the Sections list.

6. Click the plus sign (+) to expand the section that will contain the new component.
7. In the Sections list, click Library.

   The Proposals Library view appears.

8. In the Proposals Library Explorer, click the plus sign (+) for Proposals Library.
   1. Click the plus sign (+) next to the Sections folder.
   2. Click the plus sign (+) next to the section where the proposal is located.

      The list of components for that section appears.

9. In the Components list, click the plus sign (+) next to the Components folder, select the component in the list, and then click Add Components.

   The component file is added to the Components folder located in the section you selected.

To add a Siebel Encyclopedia component

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, drill down on the hyperlink in the Name field of the proposal you want to edit.
4. In the Proposal Table of Contents explorer, click the plus sign (+) to expand the proposal contents.
   1. Click the plus sign (+) next to the Sections folder to expand the folder.
   2. Click the plus sign (+) next to the section where you want to add a new file from the Encyclopedia.
   3. Click the plus sign (+) next to the Components folder.
5. In the Components list, click the menu button, and then choose New Record.

   The Add Sales Tools dialog box appears.

6. In the Add Sales Tools dialog box, select each record you want to add, and then click Add.

   NOTE:  Only DOC and TXT files can be added as components directly into a template section.

To add a component from another location

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, drill down on the hyperlink in the Name field of the proposal you want to edit.
4. In the Proposal Table of Contents explorer, click the plus sign (+) next to the proposal to expand the proposal.
   1. Click the plus sign (+) next to the Sections folder.
   2. Click the plus sign (+) next to the section where you want to add a new file.
   3. Click the plus sign (+) next to the Components folder.
5. In the Components list, click the menu button, and then choose New Record.
6. In the Add Sales Tools dialog box, click New.
7. In the Components form, enter a name and sequence for the file, and then click the select button in the File Name field to attach the file.
8. Attach the file using the Add Attachment dialog box.