Looking for suggestions

[Dean]

Greetings Folks, 

I am a basic user with Confluence and am wanting to incorporate a generic sales proposal into Confluence, where the sales team can fill in things like Company name, address and specifics on what they are selling and where the rest of the document is pre-populated with SLA info and such. Once they have finished, they can then save this as a new document (page) and then choose to print this with something like Scroll PDF.  

I am curious to hear how others have achieved this? Do you create a page for each page of your document? Do you do one page for all and than use something like Scroll PDF?

Thanks for your time,

[Barnali Putatunda · Accepted solution]

Hi Dean,

You can create a Confluence template with your static information & keep the Other details like Company name, address etc as variables.

Every time when you need to send a sales proposal, you can create a new page using that predefined template just filling out the variable fields.

[Dean]

Greetings Barnali, 

Yes, that is the route I have decided to go. Thanks for your response. 

[Aron Gombas _Midori_]

Wouldn't this be better to use Jira to track these proposals?

To me, that feels like a better tool to do the job. You can get lifecycle, reporting, etc. for free if each proposal is modeled with an issue where the varying data can be captured in custom fields.

Just my 5 cents.

[Dean]

Thanks for taking the time to answer Aron.  I will give this some consideration.