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Applications Administration Guide > Proposals >

The Process of Creating Templates

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To create templates, you perform the tasks shown in Figure 17.

Figure 17.  Siebel Proposal Process Flow

• Create Microsoft Word documents. 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.
• Add a template record. Use your Siebel application to create a single record for the template.
• Create the proposal structure. Specify which sections the proposal should contain.
• Add components to the sections. Specify which components each section should contain.
• Use conditions in sections or components. Optionally, you can add conditions to specify that sections or components are included in the proposal only under certain circumstances.
• Define document 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.
• Prepare 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.

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