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
- Navigate to the Opportunities screen, then the Opportunities List view.
- Drill down on the Opportunity Name field for the opportunity record.
- 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.
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