Generating a proposal from a quote

You can generate a proposal from a quote and present it to a customer. For example, you may want to print a quote as a proposal in PDF and e-mail it to the customer as an attachment. You can also choose the quote attributes to be included in the proposal.

1. Log in to Sterling™ Field Sales.
2. From the application sidebar menu, click Quotes.
3. The Quotes home page is displayed. Expand the Search Criteria panel and enter the appropriate search criteria.
4. Click Search. The search results display quotes matching the search criteria.
   • If only one quote matches the search criteria, the Quote Details screen is displayed.
   • If multiple quotes match the search criteria, the list of quotes is displayed in the Search Results panel. Click the corresponding Quote Name hyperlink. The Quote Details screen is displayed.
5. The Quote Details screen is displayed with the Products tab highlighted.
6. Click the Proposal hyperlink. The Generate Proposal screen is displayed. Perform the following tasks:
   • From the Choose a formatting template* drop-down list, select the template to be used for generating the proposal.
   • From the Choose a Locale* drop-down list, select the locale to be used for generating the proposal. A list of all the available locales configured for the selected print template, is displayed in the drop-down list.
   • From the Choose a print format* drop-down list, select the format in which the proposal is to be printed
   • In the Proposal Title box, enter a title for the proposal.
   • In the Salutation box, enter the salutation that you want to use to address the customer contact, for example, Mr, Miss, and so on. When the proposal is generated, the salutation is followed by the customer contact's first name and last name.
   • In the Opening Comments box, enter the opening comments, for example, a few words explaining the purpose of the proposal.
   • In the Closing Comments box, enter the closing comments, for example, Thank you, Looking forward to hearing from you, and so on.
   • In the Complimentary Closing box, enter the words you want to end the proposal with, for example, Sincerely, Truly, and so on.
   • Select the Show minor lines in quote check box to include the components of a bundle product in the proposal.
   • In the Include In Print panel, select the attributes that you want included in the proposal by selecting the corresponding check boxes.
7. Click Generate.
   Note: When you click Generate, the changes made to following fields will be automatically saved in the Quote Proposal:

   • Proposal Title
   • Salutation
   • Complimentary Closing
   • Show minor lines in quote

   To view the changes which has been made to the above fields, navigate to the Generate Proposal screen by performing steps 1 to 5.

8. The proposal is printed in the selected format in a new browser window.
9. Based on the configuration performed by your administrator, you can perform one of the following tasks:
   • Print the proposal directly from the printer.
   • View the proposal in the format that has been configured.
   • Save the proposal to a specific location.

   Note: * indicates that the field is mandatory.