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

  1. Navigate to the Opportunities screen.
  2. In the Opportunities list, select the opportunity associated with the proposal.
  3. Click the Proposals view tab.
  4. In the Proposals list, select the proposal and click Generate Draft.

    5. In Queue appears in the Status field.

    A draft of the proposal is created if you are in Mobile Web Client environment (remote).

  5. Click Update to generate a proposal from the server if you are working in a Siebel Web Client network environment.

    6. The status of the proposal refreshes when you click Update. Status values include In Progress, Generating, Completed, and Failed.


 Siebel Sales User Guide 
 Published: 18 April 2003