Applications Administration Guide > Proposals >

Creating a Record for the Template

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

To create a record for the template

  1. From the application-level menu, choose View > Site Map > Document Administration > Proposal Templates.
  2. In the Templates list, add a new record and complete the fields.

    Some fields are described in the following table.

    Field
    Comment
    Name
    Enter a name for the template.
    Default
    If you want this template to be the default proposal template, place a check mark in the Default field. 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 templates are available only when you are working with Opportunities.
    • Account Proposal templates are available only when you are working with Accounts.
    • Agreement templates are available when you are working with Siebel Professional Services Agreements.
    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.
    Theme
    If you want to associate the template with a particular decision issue, click Decision Issue List in the Theme field, and select a theme from the Decision Issue dialog box. 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 and Agreement 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
    The template is specific to the locale.

 Applications Administration Guide
 Published: 09 September 2004