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Applications Administration Guide > Proposals >
Creating the Proposal Library
As a proposal administrator, you create and maintain the Proposal Library, which consists of pieces of text that sales representatives can add to their proposals. In the Siebel system, these pieces of text are components of the File section type.
Documents in the Proposal Library are different from the other components you created earlier, because components are parts of the proposal template, which are automatically included in proposals generated from that template. Documents in the Proposal Library are available to sales representatives only on an as-needed basis. As an administrator, you can also recommend documents to include in the templates.
After sales representatives create a default proposal automatically, they can add more documents from the Library or use the Edit Layout command to customize the proposal. The Proposal Library allows multiple proposals created from the same template to have different contents, and it can help sales representatives find answers to specific Request for Proposal (RFP) questions.
As an administrator, you place the various components in the Library and maintain the information. When the sales representatives need additional text to add to a proposal, they review the documents in the Library, select the component they want to insert, and automatically insert it into the proposal.
The sales force cannot update the information in the Library. The only sections and components available to sales representatives are those you provide for them.
To prepare the proposal library, you must:
- Create document files for the library
- Add sections for the proposal library
- Add components to the library sections
- Recommend documents to be included in templates
Creating Document Files
You create document files for the library in the same way that you create the proposal templates themselves. Use Microsoft Word to enter text and bookmarks, and then map these bookmarks to fields in your Siebel database.
NOTE: The only type of component that can be included in the Proposal Library is of the File section type. Other section types (Charts, Reports, and so on) can be included only in the template as described in Defining Template Sections.
Adding Sections to the Proposal Library
Sections are used to organize documents in the Proposal Library. For example, if some of the documents in the library are white papers and others are specifications, you may want to create a section for each of these. Then the users will be able to browse through the white papers and through the specifications separately. You must add at least one section to the Proposal Library. For more information about adding sections, see Defining Template Sections.
To add sections to the Proposal Library
- From the application-level menu, choose View > Site Map > Document Administration > Proposal Library.
- In the Library Explorer, in the left frame, click the + icon of the Library folder, if that folder is not already open.
- Click the + icon of the Proposal Library folder.
- Add sections to this folder just as you added sections for the proposal.
Adding Components to the Proposal Library
After adding sections to the proposal library, you add components to them.
To add components to the Proposal Library
- From the application-level menu, choose View > Site Map > Document Administration > Proposal Library.
- Use the Library Explorer to navigate to the section to which you want to add a component.
- Add the component to the library just as you would add a component to a proposal.
Recommending Content for a Proposal
As the administrator, you can simplify the process of creating a quick proposal by associating recommended content with the proposal template.
To associate recommended content with a proposal
- From the application-level menu, choose View > Site Map > Document Administration > Proposal Library.
- Use the Library Explorer to navigate to the section to which you want to add recommended content.
- Open the selected section folder.
- Click the + icon of the Components folder.
- Select a component.
- In the Components record, click the Recommended Templates field.
- Add a Recommended Template to the Component record. You can recommend a component to one template or to many templates. For example, a legal clause might be required in all templates.
- Repeat Step 5, Step 6, and Step 7 for each component that needs recommended content.
NOTE: Recommended contents are displayed when a proposal is edited using the Edit Layout command and the Show Recommended Only box is selected. See Allowing Users to Customize Proposals.
Allowing Users to Customize Proposals
The end user can select and modify the contents and section sequence of a proposal so that the proposal reflects the immediate sales needs of the situation. Proposals can be customized and created by the end user, and then quickly restructured and recreated to reflect a new situation.
To create a customized proposal
- From the application-level menu, choose View > Site Map > Opportunities.
- Select an existing opportunity or create a new opportunity.
- Click the Proposals tab.
- Click the Auto Proposal button.
- Click the Edit Layout button.
- In the Contents column, use the directional buttons to move selected sections from the Contents column into the Sections column. If you make a mistake, click Reset Layout to undo all changes to the Table of Contents column and begin again.
NOTE: If the Show Recommended Only box is checked, only those component templates recommended by the administrator are displayed. If this box is not checked, all available components are displayed. For more information, see Allowing Users to Display Proposals in HTML Format.
- In the Sections column, use the directional buttons to move a selected section to the desired sequence order. Use the X button to completely remove a section from the proposal.
NOTE: The Section column displays only top-level sections. User modifications to subsections must be done through the Proposal Table of Contents.
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Applications Administration Guide Published: 09 September 2004 |