Toolbar of SF255 Proposals Form

Use the SF255 Proposals toolbar to enter or modify the information on SF255 proposals.

Contents

Field Description
Save

Click this option to display the Save Proposal dialog box and specify the following information:

  • Proposal Name — Enter the name of the new SF255 proposal. The proposal is stored in the Ajera CRM database under this name, but the name is not shown on the completed proposal.

  • Date Advertised — This is the date when the United States government agency put a notice in "Federal Business Opportunities" about the project. To select the date, use the popup calendar. The proposal does not show this date. Ajera CRM uses this date when you search the Ajera CRM database for SF255 proposals by date.

  • Proposal Due Date — This is the deadline for submitting the SF255 proposal. To select the date, use the popup calendar. The proposal does not show this date. Ajera CRM uses this date when you search the Ajera CRM database for SF255 proposals by date.

New

Click this option and then select an option for creating a new 255 proposal:

  • New SF255 — Use this option to start a fresh SF255 proposal.

  • Copy Current SF255 — Use this option to make a new SF255 proposal from a copy of the proposal that is open now.

Delete SF255

Click this option to delete the current 255 proposal from the Ajera CRM database. If you delete a proposal from the Ajera CRM database, you cannot undo the deletion.

Open Click this option and select an existing proposal from the SF255 Lookup.
Edit

Click this option and select one of the following:

  • Preferences — Opens the 255 Preferences dialog box, where you can review and change formatting and other settings for SF255 proposals.

  • Template Editor — Opens the SF255 Template Editor dialog box, where you can create, change, and manage SF255 merge templates.

Create Proposal Log Click this option to display the Proposal dialog box, where you can enter basic information about a proposal effort, including the name of any opportunity associated with the proposal.
Merge Click Merge to display the Merge SF255 Form dialog box, where you can start the procedure to merge Ajera CRM data into an SF255 proposal document.
Help Click this option to display the Ajera CRM online help for SF255 Proposals.
Parent Topic: SF255 Proposals Form