Planning Proposal Templates

Before 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.