Custom Proposals Process

Use the Merge Templates and Custom Proposals applications to create custom proposals.

The following is a summary of the steps to produce custom proposals:

1. In Configuration > General > Merge Templates, you create and add merge templates that are used for the sections that make up a custom proposal.

   Merge templates contain merge codes that retrieve data from the fields of an Info Center, such as an employee's name and title. The templates also contain your company's styles for proposals: page layouts, font settings, graphics locations, and other details.

   You can create merge templates with Adobe InDesign (.indt files) and Microsoft Word (.rtf files).

2. In Proposals > Custom Proposals, you:
   1. Create the sections that make up a custom proposal, and select a merge template for each section.
   2. Select the Info Center records, such as which employees or clients, to include for each custom proposal section.
   3. Merge the proposal information to produce a custom proposal document in InDesign or Word.