Viewing the Structure of Proposals

End users can view the structure of a proposal in the Proposal Table of Contents explorer. In this explorer, they can view the hierarchy of sections and components included in a proposal.

Sections are the headings that appear in the proposal. Sections can contain subsections and components. Components consist of the actual information that appears in the proposal. A component can contain multiple files.

To view the structure of a proposal

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 drill down on the Name field.

4. In the Proposal Table of Contents explorer, click the arrow icon next to the proposal name folder to show its contents.

5. Click the arrow icon next to each folder in the proposal to show more content.