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Siebel Sales User Guide > Proposals >
Generating a Proposal Draft
After you create a proposal, you can generate a proposal draft. The draft is a standard word processing document that you can edit if Microsoft Word is installed on your computer.
If you are creating a proposal in a Siebel Web Client environment (network connection), follow Step 1 through Step 5.
If you are creating a proposal in a Mobile Web Client environment (remote) and have the Mobile Web Client installed locally on your computer, follow Step 1 through Step 4.
To generate a proposal draft
- Navigate to the Opportunities screen.
- In the Opportunities list, select the opportunity associated with the proposal.
- Click the Proposals view tab.
- In the Proposals list, select the proposal and click Generate Draft.
In Queue appears in the Status field.
A draft of the proposal is created if you are in Mobile Web Client environment (remote).
- Click Update to generate a proposal from the server if you are working in a Siebel Web Client network environment.
The status of the proposal refreshes when you click Update. Status values include In Progress, Generating, Completed, and Failed.
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Siebel Sales User Guide Published: 18 April 2003 |