Procedures

You can create SF330 proposals from scratch or base them on opportunities.

Related topics:

  • Create a New SF330
    You can create a new SF330 from scratch, or base it on an opportunity record or on an existing SF330.
  • Create an SF330 from an Opportunity
    You can create a new SF330 proposal based on an opportunity record. The opportunity record does not contain all of the information you need to fill out an SF330 form. If necessary, you can change the opportunity data in an SF330 proposal.
  • Copy an Existing SF330
    You can base a new S330 proposal on an existing one. After you make the copy, you give the record a new name and modify its data.
  • Merge an SF330 Proposal
    After you finish adding data to the SF330 form tabs, you can merge the data, using SF330 merge templates, to make a formatted SF330 proposal.
  • Merge Signature Images (Section H and Part II)
    You can sign the SF330 form (Section H and Part II) with a signature graphic. If you chose the Signature option on the 330 Preferences form, you can insert a signature graphic into the SF330 form.
  • Add Graphics to an SF330
    You can add graphics to your SF330 proposals. If a graphic file is connected to a project record on the project's Files tab in the Projects Info Center, you can select the graphics file and add it to Part 1, Section F, Block 24 of an SF330 proposal.
  • Populate a Block from a Text Library
    You can populate some proposal form blocks with information stored in a text library. For example, you can use a text library as the source for information in Block 30 on the Section H tab.
Parent Topic: SF330 Proposals Overview