Government Proposals Process

You produce the government SF254, SF255, and SF330 proposals from the Proposal application.

Proposals comes installed with a set of default merge templates for each of the SF government proposals. Each page of an SF proposal has a different default merge template.

The following is a summary of the process to produce the government (SF) proposals:

1. In Configuration > Organization > Firm Setup - Proposals, enter your firm's information on each tab.

   This information will populate in fields on the SF forms. This includes your office address and company information such as the date established, minority status, and parent firm.

2. In the Proposals application, open any of the SF254, SF255, or SF330 proposal forms, and use the form's toolbar options to do the following:
   • Create a new SF proposal.
   • Open the Template Editor (from the Edit toolbar option) to change preferences for the proposal, such as font settings, date formatting, and proposal-specific settings.
   • Merge the information to produce a final SF proposal.

You can also create a different set of default merge templates to use to produce any of the SF proposals:

1. In the Proposals application, open any of the SF254, SF255, and SF330 proposal forms.
2. Open the Template Editor (from the Edit toolbar option) to export a copy of any of the default merge template files to Microsoft Word, give the files different names, and edit them.
3. In the Proposals application, use the Template Editor to add the new merge template files to a new merge template set.
4. In the Proposals application, change the set of default merge templates for an SF proposal in the proposal's preferences.