Applications Administration Guide > Proposals >

Sample Proposal Data: Field Mappings and Templates

To help you create your first proposal, your Siebel application includes sample data.

Sample Field Mappings

The Administration - Document screen > Proposal Field Mappings view includes two mappings: Opportunity and Account. These mappings list common fields you can use in creating your proposal. Table 78 and Table 79 show these mappings.

Use the Bookmark name in your Word document when you create a bookmark (for example, REF Company) and select this mapping for the Proposal Templates you create. It will match to the Siebel Business Component field (for example, Account) in your proposal draft with that assigned mapping.

Sample Templates

Siebel Business Applications come with a sample database. Both the Opportunities screen > Proposals view and the Accounts screen > Proposals view include several sample proposal templates for Microsoft Word.

These sample proposals can be used as a reference when you define your own proposal template. In this sample database, you will find the following Siebel Proposals sample proposals:

• Standard
• Standard Account
• Strategic
• Quality Strategic Account

The sample templates fall into the following categories:

• Standard: Oppty Ppsl
• Standard Account: Acct Ppsl
• Strategic: Oppty Ppsl
• Opportunity Account Plan: Oppty Ppsl
• Quality Strategic Account: Acct Ppsl

Seed Templates

Customers using the Target Account Selling Module (TAS) can run an Opportunity Plan report in Microsoft Word using the TAS Opportunity Plan template. This proposal template is available in the seed database. For more information on setting up the TAS Opportunity Plan template, see the Upgrade Guide for the operating system you are using.