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Scenario for Generating Proposals

This topic gives one example of how a sales representative might generate proposals for accounts. You might generate proposals differently, depending on your business model.

A software company receives a Request for Proposal (RFP) from a prospect interested in outsourcing part of the information technology department. The sales representative assigned to the RFP selects the opportunity in Siebel Sales, and then creates a new proposal record using the company's standard template for proposals.

The sales representative composes a draft of a proposal that meets the requirements of the RFP, adding sections, such as a cover letter, executive summary, the proposal body, and sections that outline the company's experience and references. After conferring with sales team members, the sales representative modifies the proposal, changing the order of some of the sections, and adding other sections from the Proposal Library.