Procedures
You can create and modify custom proposals that use Adobe InDesign 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. - Add a
Project Description to a Custom Proposal Section
Add project descriptions to a projectsection in Custom Proposals. - Select Team Members and Employee Data to Include in a
Project Section of a Custom Proposal
In a Project Info Center section of a custom proposal, you can add team members (employees) and information about employees from the Employee Info Center. - Select
Projects and
Project Data to Include in an Employee Section of a Custom Proposal
In an Employee Info Center section of a custom proposal, you can add projects and project data from the Project Info Center for employees. - Add Resume Text to a Custom Proposal Section
Add resume text to an employee section in Custom Proposals. - 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.
Parent Topic: Custom Proposals that Use Adobe InDesign Merge Templates