When you open the proposal application you will see a list of proposals. Learn more about changing columns and filtering the data to search for your own proposals. Learn more about proposal list columns here.

Click on the Create button to create a new proposal, either:

• Clicking on the create button directly creates an competitive proposal for a new contract
• Select what type or kind of proposal you want to create from the "Create from Type" menu
• To create a proposal from a template select your template from the "Create from Template" menu. Learn more about templates

To create a new proposal, or to edit key info for an existing proposal, open the SET-UP tab. The following fields are required/most important:

1. Enter or edit the proposal title or description
2. Different types of proposal are displayed as radio-buttons, confirm or check the more appropriate type
3. Select whether your proposal has a single or multiple delivery phases  (e.g.  development, support etc.)
4. Enter the from/to dates for the period of performance
   • Period of performance are dates when you estimate you will start and finish delivery against this proposal. Proposal due dates are in the DUE BY tab
5. You can either create a new proposal, copy from a template, or copy from an existing active proposal
   • Depending  on your selection will be asked to search for the template or proposal to copy
   • You can choose what to copy
6. Select the primary business segment and company leading this bid
   • Company currency for this proposal will be set to whatever currency the primary business uses

You can enter more advance information such as building a template proposal, uploading RFX documents, editing requirements from DOORS or specifying what other business units are contributing to this proposal