Use Custom
Proposals to create
proposals for a private
firm or for a government or other public entity.
Use a Custom Proposal if the SF254, SF255, or SF330 proposals are not applicable.
Custom Proposals can include data from any Info Center except the Account and Unit Info Centers.
You can rename the "Proposals" label that appears in the menu tree and in the Custom
Proposals application to match your
firm's terminology. This is useful if your
firm is a government contractor and uses the Custom
Proposals module for cost
proposals.
You select the appropriate employee, contract, consultant, text, graphics, and customer reference records to insert into private- and public-sector
proposals. The data selected for
proposals can then be tailored to meet your customers' specifications.
Overview of the Custom Proposals Process
- Create and add merge templates that will be applied to custom proposal sections in
.
Merge templates contain merge codes that retrieve data from an Info Center. The templates also contain your company's styles for proposals: page layouts, font settings, graphics locations, and other details.
- Create the sections for a custom proposal in. You select a merge template for each section.
- Select the Info Center records to include in a custom proposal in.
- Merge the proposal to generate a custom proposal document in
.
Merge Templates
The Custom
Proposals application is installed with a set of sample merge templates—.rtf files created with Microsoft Word—that you can modify. You can also create Word merge templates from scratch. In addition, you can create merge templates with Adobe InDesign (.indt files).
You can re-use merge templates to make different
proposals. You can create different merge templates for different
clients or different groups of
proposals. You can also use Custom
Proposals to generate mail merge documents or simple reports.