Add a Project Description to a Custom Proposal Section

Add project descriptions to a projectsection in Custom Proposals.

This topic applies only if you are using an Adobe InDesign merge template for the custom proposal section.

Prerequisites

1. In the Projects Info Center, enter project descriptions in the Descriptions grid on the Background tab.
2. In Configuration > General > Merge Templates, create and add an Adobe InDesign merge template that contains the Proposal Description merge code.

To add a project description to a custom proposal section, complete the following steps:

1. From the Vision Navigation menu, click Proposals > Custom Proposal.
2. On the Custom Proposals form, click the New or Open toolbar option to create a new proposal or open an existing proposal.
3. If you have not yet created a proposal section for the Projects Info Center area, complete the following steps:
   1. On the Custom Proposals form, click the Sections toolbar option.
   2. On the Configure Sections dialog box, click Insert, and enter the row of information for the project section.
      • Select Projects from the drop-down list in the Info Center Area column.
      • Select the merge template that contains the Proposal Description merge code (that you created in Merge Templates Configuration) in the Merge Template field.
   3. Click Close to return to the Custom Proposals form.
4. On the Custom Proposals form, click the tab for the Project Info Center section of the custom proposal.
5. Click the Add Records(s) toolbar option to add projects to the custom proposal.
6. Select a project's row. Then click the Descriptions toolbar option, and from the shortcut menu, select Descriptions.
7. In the Select Items dialog box, click the appropriate description in the Available pane on the left, and then click the Right -> button to move the description to the Selected pane on the right.
8. If there are multiple descriptions, repeat step 7 to add as many descriptions as you want. Use the Up and Down buttons to change the order of the descriptions if you select multiple descriptions.
9. Repeat steps 6–8 for all the projects that you added to the records grid on the section tab.
10. Click OK to return to the Custom Proposals form.
11. On the Custom Proposals form toolbar, click Save.

Now you can use the Merge Proposals toolbar option to generate a proposal that includes the project descriptions that you just added.