Creating Proposal Template Documents in Microsoft Word

The first step for creating proposal templates is to create documents in Microsoft Word. The following image shows these documents consist of one styles document and multiple component documents (such as Cover Letter, Executive Summary, Product Descriptions, and Quotes).

The component documents in the image are examples. You can use other component documents, such as a table of contents or a set of collateral, and you can exclude some of these component documents, such as product descriptions. However, a template must have a styles document and one or more component documents. For information about the versions of Microsoft Word that are supported, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.

Note: For Siebel CRM product releases 8.1.1.9 and later and for 8.2.2.2 and later, the system requirements and supported platform certifications, and information on certifications are available from the Certifications tab on My Oracle Support.

Proposals can use the fields from only one business object. If you want to include additional fields, you must use Siebel Tools to add the business components that include these fields to the business object that is the basis of the proposal.

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