Procedures
You can create and modify custom proposals that use Microsoft Word merge templates.
Related topics:
- Create a New Custom Proposal
Use the New Proposal option to create a new custom proposal. - Add Info Center Sections to Custom Proposals
After you create a custom proposal, add Info Center sections to it. - Add Info Center Records to a Custom Proposal Section
After you add a section to a custom proposal, you can select the Info Center records for the section. - Create Graphics Placeholders in a Microsoft Word Merge Template
When you select one or more graphics files to put on an Info Center merge template, you must specify each graphic's location and dimensions. - Merge a Custom Proposal that Uses a Microsoft Word Merge Template
After you create sections and add records for your custom proposal, you merge the proposal to generate a custom proposal document. - Create a Resume Template
Create a Custom Proposals merge template that generates a resume for each employee selected. A page break occurs after each employee record.
Parent Topic: Custom Proposals that Use Microsoft Word Merge Templates