Adding Components to Proposal Template Sections

After you define the structure of the proposal, you must specify the location of the component documents that make up the bulk of the proposal.

For sections that extract data from a Siebel database (such as a Chart section), you specified all the information necessary to generate the appropriate contents. However, the component documents that you create earlier in Microsoft Word are not part of the proposal until you add them to the appropriate sections.

Note: You can add components to any section type (not just a File section type), and a section can contain multiple components.

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

To add a component to a proposal template section

1. Navigate to the Administration - Document screen, then the Proposal Templates view.

2. Navigate to the Components list by completing the following steps:

   1. In the Templates explorer, click the arrow icon next to the template name folder.

   2. Click the arrow icon next to the Sections folder under the template name folder.

   3. Click the arrow icon next to the section name folder under the Sections folder.

   4. Click the arrow icon next to the Components folder under the section name folder.

3. In the Components list, create a new record.

4. In the Add Sales Tools dialog box, select the component you want to add, and click Add.

5. If the component does not appear in the Add Sales Tools dialog box, create a new record in the dialog box, and complete the fields described in the following table.

   Field	Comments
   Name	Type a name for the component.
   Sequence	Type a number to indicate the order in which the component appears in the section.
   Filename	Select the file for the component.
   Condition	Type a condition. The component appears only when the condition is TRUE.