1. Correspondence, Proposals, and Presentations Guide
  2. Changing the Order of Sections in Proposals

Changing the Order of Sections in Proposals

When end users add a section to a proposal, the section sequence numbers are not automatically regenerated. If you insert a section in a proposal, you must modify each sequence number for the proposal. The sequence numbers in the Proposals list determine the order in which sections appear in the proposal.

You can use the Edit Layout button and the Proposal Table of Contents explorer to re-sequence proposal sections.

Changing the Order of Proposal Sections Using Edit Layout Button

Complete the following procedure to use the Edit Layout button to re-sequence proposal sections.

To change the order of proposal sections using Edit Layout button

  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. In the Template Layout dialog box, change the order of the sections or remove sections, and click Save.

    Note: The Show Recommended Only check box is automatically selected in the Template Layout dialog box only if the Content Library list contains recommended components. Otherwise, the check box is cleared.

Changing the Order of Proposal Sections Using Proposal Table of Contents Explorer

Complete the following procedure to use the Proposal Table of Contents explorer to re-sequence proposal sections.

To change the order of proposal sections using Proposal Table of Contents explorer

  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 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.

  5. In the Sections list, change the number in the Sequence field for each section.

  6. If you want to remove a section from a proposal, select the section, and delete it.