Adding Components to Proposals

Components are the boilerplate text that you can add to a proposal. End users can add components to sections from the Proposal Library, from the Siebel Encyclopedia, and from another location, such as a local hard drive. You can add more than one component to a section.

The Proposal Library includes a hierarchical structure that administrators can use when designing literature components to associate with a proposal. Using the Proposal Library, end users can navigate to a section or subsection, and then select the component file associated with the section.

Adding Components from the Proposal Library

Complete the following procedure to add a component from the Proposal Library.

To add a component from the Proposal Library

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. Drill down on the Opportunity Name field for the opportunity record associated with the proposal.

3. Navigate to the Proposals view, and drill down on the Name field of the proposal in the Proposals list.

4. Navigate to the Sections list by completing the following steps:

   1. In the Proposals Table of Contents explorer, click the arrow icon next to the proposal name folder.

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

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

5. In the Sections list, click Library.

6. Navigate to the Components list of the Proposal Library by completing the following steps:

   1. In the Library explorer, click the arrow icon next to the Proposal Library folder.

   2. Click the arrow icon next to the Sections folder under the Proposal Library 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.

7. In the Components list, select the component to add, and click Add Components.

   The component file is added to the Components folder for the section you selected in Step 4 of this procedure.

Adding Components from the Siebel Encyclopedia

Complete the following procedure to add a component from the Siebel Encyclopedia.

To add a component from the Siebel Encyclopedia

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. Drill down on the Opportunity Name field for the opportunity record associated with the proposal.

3. Navigate to the Proposals view, and drill down on the Name field of the proposal in the Proposals list.

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

   1. In the Proposal Table of Contents explorer, click the arrow icon next to the proposal name folder.

   2. Click the arrow icon next to the Sections folder under the proposal 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.

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

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

Note: You can add only DOC and TXT files as components directly into a template section.

Adding Components from the Another Location

Complete the following procedure to add a component from another location.

To add a component from another location

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. Drill down on the Opportunity Name field for the opportunity record associated with the proposal.

3. Navigate to the Proposals view, and drill down on the Name field of the proposal in the Proposals list.

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

   1. In the Proposal Table of Contents explorer, click the arrow icon next to the proposal name folder.

   2. Click the arrow icon next to the Sections folder under the proposal 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.

5. In the Components list, create a new record, and complete the following steps:

   1. In the Add Sales Tools dialog box, create a new record to display the Components list again.

   2. In the Components list, enter a name and sequence for the file, and then click the select button in the File Name field to display the Add Attachment dialog box.

   3. In the Add Attachment dialog box, attach the file.