Creating the Proposal Library

Administrators can create and maintain a Proposal Library that consists of text blocks that sales representatives can add to the proposals. In the Siebel File System, these text blocks are components with the File section type.

Documents in the Proposal Library are different from the other component documents you create. Component documents are part of the proposal template, and are automatically included in proposals generated from that template. Documents in the Proposal Library are available to sales representatives as needed. Administrators can also recommend Proposal Library documents to include in the templates.

After sales representatives create a default proposal automatically, they can add more documents from the Proposal Library or use the Edit Layout button to customize the proposal. The Proposal Library enables multiple proposals created from the same template to have different content, and it can help sales representatives find answers to specific Request for Proposal (RFP) questions.

Administrators add the various components to the Proposal Library and maintain the information. When the sales representatives need additional text to add to a proposal, they review the component in the Proposal Library, select the component they want to insert, and automatically insert it into the proposal.

The sales force cannot update the information in the Proposal Library. The only sections and components available to sales representatives are those you provide for them.

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