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Process of Creating Proposal Templates

To create templates, you perform the tasks shown in Figure 26:

Figure 26. Siebel Proposal Process Flow

1. Creating Proposal Template Documents in Microsoft Word. To create the documents needed by the template, you must write the text and insert bookmarks for such variables as company, contact name, and address.
2. Creating Records for Proposal Templates. Use your Siebel application to create a single record for the template.
3. Defining Proposal Template Sections. Specify which sections the proposal should contain.
4. Adding Components to Proposal Template Sections. Specify which components each section should contain.
5. Using Conditions in Proposal Templates. Optionally, you can add conditions to specify that sections or components are included in the proposal only under certain circumstances.
6. Defining Proposal Field Mappings. Specify which Siebel objects correspond to each bookmark in your Word component documents. You also specify the name of this mapping in the template record.
7. Associating a Mapping with a Proposal Template. Associate the mapping with a template to make it apply to all the components in that template.
8. Creating the Proposal Library. In this optional step, which can be performed at any time, you create a separate library of documents that sales representatives can draw upon to customize their proposals.
9. Allowing Users to Display Proposals in HTML Format. Update settings on the document server to allow end users to view proposals in HTML.