Screens

You work with the Custom Proposal Form and a number of dialog boxes to create and modify custom proposals that use Microsoft Word merge templates.

Related topics:

  • Custom Proposal Form
    Use the Custom Proposal form to create or modify a custom proposal.
  • Custom Proposals Graphics Dialog Box
    For each graphics placeholder, you use the Custom Proposals Graphics dialog box to specify settings that define the placeholder's location and dimensions.
  • Configure Sections Dialog Box
    Use this dialog box to add and configure sections for a custom proposal.
  • Select Sections to Merge Dialog Box
    On this dialog box, select the sections to include in a custom proposal, and run the merge process to create the custom proposal document.
  • Select Custom Field Format Dialog Box
    Use the Select Custom Field Format dialog to specify how the completed proposal displays data from a new user-defined field.
  • Select Date Format Dialog Box
    Use the Select Date Format dialog box to specify how the completed proposal displays data from date fields. Use options on this dialog box to specify whether or not Ajera CRM uses your workstation's regional settings in formatting the data.
  • Select Number Format Dialog Box
    Use the Select Number Format dialog box to specify how the completed proposal will display numeric and currency data for the merge code. The dialog box options control whether Ajera CRM uses your workstation's regional settings in formatting the data.
  • Select Separator Format Dialog Box
    Some Info Center records may have fields that are empty. For example, the Suffix field is empty for an employee whose name has no suffix. Use the Select Separator Format dialog to specify how the completed proposal displays data that is adjacent to an empty field.
  • Select State/Province Format Dialog Box
    Use the Select State/Province Format dialog box to specify how the completed proposal displays data from state and province fields.
  • Select Team Dialog Box
    Use this dialog box to add project team members (employees) to a Project Info Center section of a custom proposal.
  • Proposal Log Dialog Box
    Use the Proposal Log dialog box to connect an opportunity record to a proposal record.
  • Resume By Query Dialog Box
    Use this form to enter a resume by query. After you make a resume format, you can save it to use later.
  • Format Project Experience Dialog Box
    Use this dialog box to format how the project experience is displayed on the resume. After you make a resume format, you can save it to use later.
  • View and Select Projects Dialog Box
    Use this dialog box to select specific projects for an employee to add to an Employee Info Center section of a custom proposal.
  • Select Projects Dialog Box
    Use this dialog box to select specific projects for an employee to add to an Employee Info Center section of a custom proposal.
Parent Topic: Custom Proposals that Use Microsoft Word Merge Templates