Siebel Sales User Guide > Proposals >

Printing a Proposal


After you have generated a proposal, and the status is Completed, you can print the proposal to send to the prospective customer.

To print a proposal

  1. Navigate to the Opportunities screen, and in the Opportunities list, select the opportunity associated with the proposal you want to print.
  2. Click the Proposals view tab, and in the Proposals list, select the proposal and drill down on the hyperlink in the Draft Name field.
  3. The proposal opens in Microsoft Word.

  4. Print the proposal using Microsoft Word.

 Siebel Sales User Guide 
 Published: 18 April 2003