Custom Proposals Overview

Use Custom Proposals to create proposals for private firms or for government or other public entities if the provided SF254, SF255, or SF330 proposals are not applicable.

To generate custom proposals, you must create merge templates that determine the Info Center data to be retrieved when you generate a custom proposal (a merged document). Merge 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 file) and Microsoft Word (.rft files). Deltek provides both InDesign and Word merge template samples that you can use as a starting point to create your own merge templates.

You create a merge template for each section of a proposal. Each section of a proposal can contain information from only one Vision Info Center. Custom proposals can include data from any Info Center except the Account and Unit Info Centers.

In the Custom Proposals application, you create a custom proposal and assign merge templates to sections of the proposal. You also select the appropriate Info Center records (such as which employees, clients, and so on), as well as graphics to include in a custom proposal to meet your customers' proposal specifications.