Creating an Offer Sheet

An offer sheet is a list of bonds you can present to your client with recommendations or options from which to choose. You can generate a client-ready PDF report of the selected offerings.

To create an offer sheet:

1. Search for the bonds to include in the offer sheet.

2. Click the down arrow on (on the Search Results page) or (on the Bond Offering Detail tab) to display the drop down menu. Select the Offer Sheet List option The Add to Offer Sheet List dialog box is displayed. View an example?

    

   

    

3. Select a list for the bonds. More...

   • To create a new offer sheet list, select the New Offer Sheet List radio button. A default list name is displayed. Modify the list name as appropriate.

   • To add the bonds to the last saved list, which is displayed in parentheses next to the Current List radio button, select the Current List radio button.

   • To add the bonds to an existing offer sheet list, select the Saved Offer Sheet List radio button. Select the offer sheet from the now-enabled drop-down list.

4. Add the bonds to the selected list. More...

   • To add your currently selected bonds to the list and continue selecting bonds, click Add & Continue. The Add to Offer Sheet List dialog box is closed. Repeat the previous steps to include additional bonds in your list.

   • To add your current selections to the list and then view the list, click Add & Go to View List. The View List page is returned. The Offer Sheet List tab is selected. Continue to step 5.

5. Use any of the features available in the View List page.

Related Topics

	Creating a Ladder
	Creating a Reminder List