Screens
You work with the Custom Proposal Form and a number of dialog boxes to create and modify custom proposals that use Adobe InDesign merge templates.
Related topics:
- Custom Proposal Form
Use the Custom Proposal form to create or modify a custom proposal. - Configure Sections Dialog Box
Use this dialog box to add and configure sections for a custom proposal. - Select Sections to Merge Dialog Box
On this dialog box, select the sections to include in a custom proposal, and run the merge process to create the custom proposal document. - Select Team Dialog Box
Use this dialog box to add project team members (employees) to a Project Info Center section of a custom proposal. - Select
Projects Dialog Box
Use this dialog box to select specific projects for an employee to add to an Employee Info Center section of a custom proposal. - Proposal Log Dialog Box
Use the Proposal Log dialog box to connect an opportunity record to a proposal record. - Format Project Experience Dialog Box
Use this dialog box to format how the project experience is displayed on the resume. After you make a resume format, you can save it to use later. - View and Select
Projects Dialog Box
Use this dialog box to select specific projects for an employee to add to an Employee Info Center section of a custom proposal.
Parent Topic: Custom Proposals that Use Adobe InDesign Merge Templates