Create a Proposal Setup

Proposal document templates, created through Create a New Proposal, must be placed into proposal setups. Once you have done this, you can merge the proposals within the setup (one or all) with client data in the Attachments area.

  1. At Home Base, click Utilities.
  2. On the Utility Manager screen, open the General folder in the treeview.
  3. Open the Document Maintenance folder and select Document Setup.
  4. Click the arrow to continue. The Customer Formletters screen displays.
  5. In the Document Type frame, click the Proposal radio button.
  6. In the Options frame, click Setups.
  7. Click New.
  8. Click Yes to add a new proposal setup.
  9. On the Proposal Setup screen, double click inside the Activity Category field to select from the Activity Category list.
  10. Enter the Setup Name (eight characters).
  11. Enter a Description of the group of documents making up the new proposal setup.
  12. Double click inside the Attachment Category field to select form the Attachment Category list.
  13. Double click items in the Documents Available list that you want to add to the setup, or select the document and use the Add, Delete, Select All, or Select None buttons to move them to and from the Documents in Proposal list.
  14. To rearrange items in the Documents in Proposal list, use the Move Up and Move Down buttons.
  15. When the Proposal Document Setup screen is complete, click OK. The new proposal setup appears in list.