Siebel Sales User Guide > Proposals >

Creating a Proposal

Before you can generate a draft of the proposal, you must create a proposal and associate the proposal with an opportunity or account. The following procedure explains how to create a proposal using the Opportunities screen. You can perform a similar procedure using the Accounts screen.

To create a proposal

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity associated with the proposal, and then click the Proposals view tab.
  3. In the Proposals list, click Auto Proposal.

    4. Auto Proposal automatically generates a proposal based on a default template or Decision Issue associated with the opportunity. The following figure shows the new proposal record in the Proposals list, with the template name, created date and updated date fields completed.

Click for full size image

NOTE:  To generate a proposal based on a different template, in the proposal record select a different template from the template drop-down list.


 Siebel Sales User Guide 
 Published: 18 April 2003