Defining Proposal Template Sections

After you create the Microsoft Word documents and a record for the template, define the structure of the proposal template. A proposal is made up of sections that divide and subdivide the proposal. A single section might contain multiple components or a single component.

The type of a section depends on the nature of the data it contains. For example, file sections contain documents, chart sections reference Siebel charts, and so on.

You define the structure of the proposal template by creating sections in the Proposal Templates view of the Administration - Document screen. Sections are associated with the template record you create for the template. You must create high-level sections. Optionally, you can add subsections to these sections. The proposal structure can include multiple levels of sections because a subsection can contain other subsections.

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