Create a New Custom Proposal

Use the New Proposal option to create a new custom proposal.

This topic applies to custom proposals that use either Adobe InDesign or Microsoft Word merge templates.

Before you create a custom proposal in the Custom Proposal application, you must create the merge templates for each section of the proposal and add the templates to Vision in Configuration > General > Merge Templates.

To create a new custom proposal, complete the following steps:

1. From the Vision Navigation menu, click Proposals > Custom Proposal.
2. On the Custom Proposal form toolbar, click New > New Proposal.
3. On the General tab, enter basic information about the custom proposal.
4. On the Custom Proposal form toolbar, click Sections to open the Configure Sections dialog box, and create sections for the custom proposal. Each section applies to one Info Center. You can create multiple sections for one Info Center.

   On the Configure Sections dialog box you select a merge template for the section. If you have not yet created a merge template for a section, you can add it to this dialog box later, after you have created it.

   After you configure a section, a tab for it displays on the Custom Proposal form. The name of the tab is based on what you entered in the Section Name field on the Configure Sections dialog box.

5. Open the Info Center tab on the Custom Proposal form for the custom proposal section.
6. Click Add Records on the grid toolbar to open a lookup dialog box, and select the Info Center records whose data you want to include in the custom proposal.
7. On the Info Center section tabs, you can add other content to the custom proposal section, such as graphics, team members for a Project Info Center section, and projects for an Employee Info Center section.
8. When you finish, click Save on the Custom Proposal toolbar.

After you create a custom proposal, to generate the custom proposal document, click Merge Proposal on the Custom Proposal form.