Siebel Correspondence, Proposals, and Presentations Guide > Proposals >

Creating Records for Proposal Templates

After you create template documents in Microsoft Word, you can use Siebel Proposals create a record for the proposal template.

This task is a step in Process of Creating Proposal Templates.

To create a record for a proposal template

1. Navigate to the Administration - Document screen, then the Proposal Templates view.
2. In the Templates list, create a new record, and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Name	Type a name for the template.
   Default	Select the check box to indicate this template is the default proposal template. When a user clicks Auto Proposal, Siebel Proposals uses the default template if there are no decision issues that match the theme of a proposal. You can select only one Opportunity Proposal default and one Account Proposal default.
   Category	Select one of the following types of templates: Opportunity Proposal. These templates are available only when you are working with Opportunities. Account Proposal. These templates are available only when you are working with Accounts. Agreement. These templates are available when you are working with Oracle Professional Services Agreements. Quote. These templates are available only when you are working with Quotes. Order. These templates are available only when you are working with Orders.
   Mapping Name	Leave this field blank until you create a mapping. Then, select the mapping name that indicates the group of bookmark fields to use with the template.
   Template File Name	Select the Microsoft Word template document to attach the document to the template. (This document is the styles document.)
   Theme	Select a theme if you want to associate the template with a decision issue. When you assign a proposal template a theme, you associate it with a decision issue that is important for an opportunity. When a proposal theme matches the number one decision issue for the current opportunity, Siebel Proposals automatically selects the correct template when the user clicks Auto Proposal. Users can also select a theme template. Because accounts and agreements do not relate to decision issues, the Theme field is not applicable for Account Proposal, Agreement, Quote, or Order templates. It applies only to Opportunity Proposal templates.
   Description	Type a description of the template.
   Language	Select the language in which the template is written.
   Locale	Select the locale. Only the templates specific to this locale appear.