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Then determine how to organize the information. For example, do they all contain a cover letter, an executive summary, and a quote? Also, review the current documents you have on hand, and note the customer questions these documents answer. Planning Proposal Templatesīefore you create the documents in Microsoft Word, you must determine the format of the proposal and the information to include in the proposal.īegin by reviewing previous successful proposals to see the sections they contain. This task is a step in Process of Creating Proposal Templates. 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 can use the fields from only one business object. For information about the versions of Microsoft Word that are supported, see Siebel System Requirements and Supported Platforms on Oracle Technology Network.
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However, a template must have a styles document and one or more component documents. You can use other component documents, such as a table of contents or a set of collateral, and you can exclude some of these component documents, such as product descriptions. The component documents in Figure 1 are examples.