Salesforce Premium Integration - Creating Your Proposal In Salesforce
NOTE: This article is for users with the Salesforce Premium integration enabled. You can see if your account has access to this from the billing page.
If you're a Salesforce user, odds are that it's the environment you're the most comfortable with. You take to it as a fish takes to water. If you have our premium integration you can work straight from Salesforce, keeping your team off uncharted shores.
Once you create an opportunity in Salesforce, a Proposify app will appear on the page. This depends on where your Salesforce admin decides the best place would be. For us. we placed it on the right-hand side. It looks something like this:
In this app, click "create proposal":
Clicking that link will take you to our proposal creation page inside Salesforce. First, you'll need to pick a template:
Select your template and click “next”:
Once you’ve picked your template, we'll take you to the proposal’s options page. We’ll do most of the work of filling out this info from your opportunity. Each of these options will also be associated with your Salesforce contacts, rather than anything in Proposify. You can edit these if needed, as well as add attachments or any custom variables:
When you’re ready, hit “next”. This will take you to the proposal’s editor. You’ll have all the same tools as if you were working straight from Proposify.
Add sections, tweak your text, update your fees to outline this client’s particular scope of work. Once you’re done, hit the “exit” button at the top of the page:
You’ll see the card in Salesforce has updated when you create the proposal. Here you can see information about the proposal at a glance: