Merge a Custom Proposal that Uses an Adobe InDesign Merge Template

After you create sections and add records for your custom proposal, you merge the proposal to generate a custom proposal document.

To merge a custom proposal that uses an Adobe InDesign merge template, complete the following steps:

1. From the Vision Navigation menu, click Proposals > Custom Proposal.
2. On the Custom Proposals form toolbar, click Open, and open a custom proposal that uses an InDesign merge template.
3. On the Custom Proposals form toolbar, click Merge Proposal and then select one of the following options from the drop-down menu:
   • Merge Current Section — Select this option to merge only the section whose section tab you have open.

     The custom merged proposal document opens directly in InDesign on your screen. You can save it as an .indd file.

   • Merge Multiple Sections — Select this option to merge multiple or all sections of a custom proposal.

     On the Select Sections to Merge dialog box, select the sections to merge. You can select multiple sections by pressing and holding the CTRL or SHIFT keys on your keyboard when you click a section with your mouse. Click Select All to select all sections.

     Select the Merge as one document check box if you want all sections to be merged into one document. If you do not select the check box, each section will be merged into a separated merged document.

     Click the Merge button to generate the custom proposal.

     The merged custom proposal document opens directly in InDesign on your screen. You can save it as an .indd file.

     If you chose not to merge all the sections as one document, the documents for each section are created automatically one after the other. It may take several seconds for each one to merge and the multiple documents to display in InDesign on your screen.