Siebel Correspondence, Proposals, and Presentations Guide > Proposals >

Printing Proposals (End User)


After generating a proposal, and the Status field s is Completed, end users can print the proposal.

This task is a step in Process of Generating Proposals (End User).

To print a proposal

  1. Navigate to the Opportunities screen, then the Opportunities List view.
  2. Drill down on the Opportunity Name field for the opportunity record associated with the proposal.
  3. Click the Proposals view tab, and drill down on the Draft Name field of the proposal in the Proposals list.

    The proposal appears in Microsoft Word.

  4. Print the proposal using Microsoft Word.
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