Proposals Overview

Use Vision Proposals to create custom proposals as well as SF330, SF254, and SF255 proposals.

The employees who work on the proposal can easily work as a team. Because all of your offices can access the data in the Vision Info Center, each employee can quickly find and get employee and consultant resumes, project experience, graphics files, firm profiles, and narrative text. All of your firm's proposals and merge templates are in the Vision database. You can use queries to find the applicable employee and project records quickly.

Custom Proposals comes with a set of sample merge templates. Vision 254, 255 and 330 proposals each provide a default merge template set. You can make proposals from these templates, or you can copy the applicable template and modify the copy to make a different merge template, with its own format and layout.

If you need help as you create or modify merge templates, contact Deltek Customer Care.