Add a Proposal Template

You can add a proposal template to add to any existing proposal templates.

About this task

To add a proposal template:

Procedure

  1. In the Channel Applications Manager, click the Expand icon adjacent to Configure Quote Administration to expand the branch.
  2. Click the Advanced Configurations link.
  3. Select Configure Proposal Templates.

    The Configure Proposal Templates screen is displayed. This screen displays the Template Name and the Template Description of all the proposal templates that have been configured.

  4. Click the Create New icon.

    The Proposal Template Details dialog box is displayed.

  5. Enter information in the applicable fields. The following table describes the fields in the Proposal Template Details dialog box.
    Table 1. Fields in the Proposal Template Details dialog box
    Field Description
    Proposal Template Enter a name for the proposal template. This is the name that is displayed in Sterling™ Field Sales. This name should contain the service name that is used to generate the corresponding proposal template.
    Short Description Enter a short description for the proposal template. The text entered in this field is displayed on the user interface.
    Long Description Enter a more detailed description for the proposal template.
  6. Click the Save icon to save your changes.