Template for writing proposal how to#

doc extension for Microsoft Word.Д¬reating Components for Proposal Templates Choose a name that uses only alphanumeric characters.When you are finished creating styles, save the file:.

Set up margins, headers, footers, fonts, and other layout options for your template.Create a new document in Microsoft Word.The content will come from the individual component documents that you will create later. NOTE: Do not type any content into this document. The layout options you specify will automatically be applied to all the components used in the proposal. This Word document will define the layout of your proposal and may include such things as headers, footers, your logo, and special margins. Creating a Styles DocumentДЄfter you plan your template, you work on the styles document for the template. If you want to include additional fields, you must use Siebel Tools to add the business components that include these fields to the business object that is the basis of the proposal. NOTE: Proposals use fields from only one business object. You will use this information to create bookmarks in your Word documents.ДЄs part of your planning, you should look at the sample templates that come with Siebel Proposals, which are described in Sample Proposal Data: Field Mappings and Templates. What topics could be standard across all proposals? What topics are specific to certain proposals? What is the best order for the pieces in the proposal you are creating? Finally, decide what fields to insert to customize their proposals (for example, contact name, account name, and industry).

Template for writing proposal how to#

Then decide how to organize your information. For example, did they all have a cover letter, an executive summary, and a quote? Also, look at the documents your company currently has on hand, and the customer questions these pieces answer. Planning the Proposal TemplateД«efore you create the documents in Word, you must determine how the proposal should look and what type of information it should contain.Д«egin by looking at previous successful proposals to see what sections they included. These tasks are a step in Process of Creating Proposal Templates. Create a document for each component of the template. Create the document that gives all the template's components a standard format. Decide what components the template should have. To create the template documents, you perform the following tasks: NOTE: See Release Notes on Siebel SupportWeb for information about which versions of Microsoft Word are supported. However, a template must have a style document and one or more component documents. You could have other components, such as a table of contents or a set of collateral, and you could omit the quotes or product descriptions, for example. The components shown in FigureВ 27 are only examples.