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Siebel Correspondence, Proposals, and Presentations Guide > Proposals > Creating Proposal Template Documents in Microsoft WordThe first step for creating proposal templates is to create documents in Microsoft Word. Figure 1 shows these documents consist of one styles document and multiple component documents. The component documents in Figure 1 are examples. You can use other component documents, such as a table of contents or a set of collateral, and you can exclude some of these component documents, such as product descriptions. However, a template must have a styles document and one or more component documents. For information about the versions of Microsoft Word that are supported, see Siebel System Requirements and Supported Platforms on Oracle Technology Network. NOTE: For Siebel CRM product releases 8.1.1.9 and later and for 8.2.2.2 and later, the system requirements and supported platform certifications are available from the Certification tab on My Oracle Support. For information about the Certification application, see article 1492194.1 (Article ID) on My Oracle Support. Proposals can use the fields from only one business object. If you want to include additional fields, you must use Siebel Tools to add the business components that include these fields to the business object that is the basis of the proposal. This task is a step in Process of Creating Proposal Templates. Planning Proposal TemplatesBefore you create the documents in Microsoft Word, you must determine the format of the proposal and the information to include in the proposal. Begin by reviewing previous successful proposals to see the sections they contain. For example, do they all contain a cover letter, an executive summary, and a quote? Also, review the current documents you have on hand, and note the customer questions these documents answer. Then determine how to organize the information. What topics are standard across all proposals? What topics are specific to certain proposals? What is the best order for the parts the proposal? Finally, determine the fields to insert to customize the proposal (for example, contact name, account name, and industry). You use this information to create bookmarks in the Microsoft Word documents. As part of planning, you can review the sample templates that come with Siebel Proposals. For more information, see Samples of Proposal Templates. Creating a Styles DocumentAfter you plan a template, you can create the styles document for the template. This Microsoft Word document defines the layout and formatting of the entire proposal. The layout options you specify are automatically applied to all the component documents for the proposal. This styles document can include headers, footers, logos, and special margins. NOTE: Do not enter any content into this document. The content comes from the individual component documents that you create later.
Creating Component Documents for Proposal TemplatesAfter you create the styles document for the template, you can create the component documents. A component document is a Microsoft Word document that includes standard text and personalized data. For example, a cover letter component document includes standard cover-letter text and personalized data such as the name and address of the contact to whom the letter is addressed. To create a component document, you enter the standard text in a Microsoft Word document and then create bookmarks, or Microsoft Word placeholders for custom data. When a sales representative generates a proposal, these bookmarks are replaced with data from the Siebel application. To create a component document with bookmarks in Microsoft Word
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