Siebel Correspondence, Proposals, and Presentations Guide > Proposals >

Creating Proposals (End User)

Before end users can generate a draft of the proposal, they must create a proposal and associate the proposal with an opportunity or account. The following procedure explains how to create a proposal using the Opportunities screen. You can also use the Accounts screen.

This task is a step in Process of Generating Proposals (End User).

To create a proposal

1. Navigate to the Opportunities screen, then the Opportunities List view.
2. Drill down on the Opportunity Name field for the opportunity record.
3. Navigate to the Proposals view, and click Auto Proposal.

   A proposal is automatically generated using a default template or the template for the decision issue associated with the opportunity.

   NOTE:  To generate a proposal using a different template, select a different template in the Template field of the proposal record.