Adding catalogs to a proposal template

Overview

Catalogs in Responsive are organized under catalog structures and sections. When you create a catalog under a specific section, it is available in Proposal Builder only if the following conditions are met:

• The proposal template includes the corresponding section.

• The catalog is configured to be available in the template by using one of the supported visibility options:

  • All

  • Specific

  • Tags

If the required section is not included in the proposal template, or the catalog is excluded by the configured visibility filter, the catalog does not appear during proposal generation, even though it is available in the Content Library.

Permissions

To edit proposal templates, you must have one of the following:

• Proposal Builder Admin role.

• Create and Update Proposal Template permission.

Feature functionality

Follow these steps to make a catalog available in a proposal template:

1. Go to Proposal Builder > Templates.

2. Open the proposal template that you want to update.

3. Select the Edit tab.

4. Review the sections included in the template.

5. If the section that contains your catalog is not present, click Add Section, and then add the required section.

6. Open the Catalogs tab for that section.

7. Configure the catalog visibility:

   • Select All to make all catalogs in the section available.

   • Select Specific and choose the required catalog.

   • Select Tags if your organization manages catalog availability using tags.

8. Click Save.

9. Generate the proposal again and verify that the catalog appears.