Applications Administration Guide > Proposals >

Creating Records for Proposal Templates

After you have created your template documents in Word, you can use Siebel Proposals to specify how they are assembled in the template.

This task is a step in Process of Creating Proposal Templates.

To create a record for the proposal template

1. Navigate to the Administration - Document screen > Proposal Templates view.
2. In the Templates list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	Enter a name for the template.
   Default	If you want this template to be the default proposal template, select this check box. When the user clicks Auto Proposal, Siebel Proposals uses the default template if there are no decision issues that match the theme of a proposal. You can select only one Opportunity Proposal default and one Account Proposal default.
   Category	Select one of the following types of templates: Opportunity Proposal. These templates are available only when you are working with Opportunities. Account Proposal. These templates are available only when you are working with Accounts. Agreement. These templates are available when you are working with Siebel Professional Services Agreements. Quote. These templates are available only when you are working with Quotes. Order. These templates are available only when you are working with Orders.
   Mapping Name	Used to indicate the group of bookmark fields to be used with this template. Leave this field blank until you create a mapping.
   Template File Name	The Word template document. (This is the style document.)
   Theme	If you want to associate the template with a particular decision issue, click the select button to open the Pick Decision Issue dialog box and then pick a theme. When you give your proposal template a theme, you associate it with a particular decision issue that is important for your opportunity. When a proposal theme matches the number one decision issue for the current opportunity, Siebel Proposals automatically selects the correct template when the user clicks Auto Proposal. Users can also select a theme template if they want. Because accounts and agreements are not related to decision issues, the Theme field is not applicable for Account Proposal, Agreement, Quote, or Order templates. It is used only for Opportunity Proposal templates.
   Description	Enter a description of the template.
   Language	The language in which the template was written.
   Locale	Only the templates specific to this locale will be shown.