Recommending Content for Proposals

An administrator can simplify the process of creating a proposal by associating recommended content with the proposal template.

To recommend content for a proposal

1. Navigate to the Administration - Document screen, then the Proposal Library view.

2. 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 Library folder if that folder is not already open.

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

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

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

   5. Click the arrow icon next to the Components folder under the section name folder.

3. In the Components list, select the component, click the select button in the Recommended Templates field.

4. In the Proposal Templates dialog box, select the template for which to recommend the component.

   You can recommend a component for multiple templates. For example, you might recommend a legal clause for all templates. Recommended content appears when a user edits a proposal using the Edit Layout button, and the Show Recommended Only check box is selected.