Proposals

This chapter includes information about administering and using Siebel Proposals. It includes the following topics:

• About Siebel Proposals

• System Requirements for Siebel Proposals

• Process of Creating Proposal Templates

• Creating Proposal Template Documents in Microsoft Word

• Creating Records for Proposal Templates

• Defining Proposal Template Sections

• Adding Components to Proposal Template Sections

• Using Conditions in Proposal Templates

• Defining Proposal Field Mappings

• Associating Field Mappings with Proposal Templates

• Creating the Proposal Library

• Enabling Users to Display Proposals in HTML Format

• About Generating Proposals

• Scenario for Generating Proposals

• Process of Generating Proposals (End User)

• Creating Proposals (End User)

• Generating a Proposal Draft (End User)

• Modifying and Adding Proposal Content (End User)

• Printing Proposals (End User)

• Locking Proposals (End User)

• Samples of Proposal Templates

• Samples of Proposal Field Mappings