Adding Sections for Proposal Library Components

If an administrator creates optional components in the Proposal Library, end users can customize the proposal by adding these components. The Edit Layout button enables end users to add components in the Proposal Library to a proposal. Complete the procedure in this topic to add new sections to a proposal. These new sections contain components in the Proposal Library.

To add sections for Proposal Library components

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, select the proposal in the Proposals list, and click Edit Layout.

4. To display more components in the Content Library list of the Template Layout dialog box, clear the Show Recommended Only check box.

   Note: If the Show Recommended Only check box is selected, only those components that the administrator recommends appear in the Content Library list. If this check box is cleared, all available components appear in the Content Library list. For more information about recommended content, see Creating the Proposal Library.

5. In the Template Layout dialog box, move components from the Content Library list to the Table of Contents list, and click Save.

   If you make a mistake, click Reset Layout to undo all changes to the Table of Contents list.

6. To see the new content in the proposal, complete the following steps:

   1. In the Proposals list, drill down on the Name field of the proposal.

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

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

      The new sections appear under the Sections folder.