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Setting up proposals - Salesforce (Lightning)
Updated 3 months ago

Overview

Salesforce allows you to create proposals from opportunities, leads, or accounts. The steps involved in setting up proposals in Salesforce are:

See Salesforce Integration Hub (Lightning) for more Salesforce (Lightning) documentation.

Permissions

Users must have the System Administrator privilege in Salesforce and the Company Administrator privilege in Responsive.

Select the applicable tab for your edition of Responsive.

  • Creating proposal links/buttons

    1. Click the Settings mceclip0.png icon and select Setup.
      mceclip1.png
    2. From the left navigation pane, click Platform Tools > Objects and Fields > Object Manager.
      mceclip2.png
    3. Click Opportunity.
      mceclip3.png
    4. Click Buttons, Links, and Actions.
      mceclip4.png
    5. Click New Button or Link.
      mceclip5.png
    6. Enter the following values for the fields:
      mceclip6.png
      • Label: Enter Create Proposal
      • Name: Enter Create Proposal
      • Description: Enter Create Proposal
      • Display Type: Select Detail Page Button
      • Behavior: Select Display in Existing page without Sidebar or Header
      • Content Source: Specify as URL
      • Select Field Type: Select Opportunity
      • Insert Field: Select Insert Merge Field
    7. Type one of the following in the URL text box:
      • If your Salesforce URL is rfpio.ap1.visual.force.com, enter https://rfpio.ap1.visual.force.com/apex/rfpio__CreateNewRfpioProposal?ObjectId={!Opportunity.Id}.
      • If your Salesforce URL is rfpio.ap15.visual.force.com, enter https://rfpio.ap15.visual.force.com/apex/rfpio__CreateNewRfpioProposal?ObjectId={!Opportunity.Id}.
    8. Click Save, then click OK on the alert message that displays.
      mceclip7.png
      The details of the created button/link displays:
      mceclip8.png

    Follow a similar process for creating Proposal buttons/links for leads and accounts.

    Adding proposal buttons/links to the Opportunity layout

    Once the Create Proposal button/link is created, the Opportunity layout must be edited to display the newly created button.

    1. Click the Opportunities tab, select an opportunity, then click Edit Layout.
    2. Click Buttons, then select Create Proposal and drag and drop it in the Custom Button section.
      mceclip10.png
    3. Click Save.

    Creating proposals from Salesforce

    Once the layout is setup, the Opportunities page will be displayed as shown:
    Note: Proposal settings must be configured in our application in order to generate proposals from Salesforce.  

    1. From the Opportunities page, click Create Proposal.
      mceclip12.png
    2. Once you are taken to the Responsive Projects page in Salesforce, specify the required details and select a template.
    3. Click Generate Proposal. The Preview Proposal pop-up displays.
      mceclip13.png
    4. Click Generate. The created proposal is exported as a package and displays in Salesforce as shown below:
      mceclip14.png

    Creating projects during the proposal creation process

    While creating a proposal, you can directly create a project by attaching RFx files and other supporting documents.
    Note: You can either use files from Notes and Attachments, or import local files.

    If an RFx file is uploaded, the Create Project button appears instead of the Generate Proposal button during Step 3 above.

    mceclip19.png

    Upon clicking Create Project, a success message appears.

    To view the project, click Open Project. The project is created. It appears in the Projects page of Responsive and is also visible in Salesforce.

     

  • Essentials features are subscription-based and may not be available for all users. Contact the Customer Success Team, or customersuccess@responsive.io, for more details.

    Creating proposal links/buttons

    1. Click the Settings mceclip0.png icon and select Setup.
      mceclip1.png
    2. From the left navigation pane, click Platform Tools > Objects and Fields > Object Manager.
      mceclip2.png
    3. Click Opportunity.
      mceclip3.png
    4. Click Buttons, Links, and Actions.
      mceclip4.png
    5. Click New Button or Link.
      mceclip5.png
    6. Enter the following values for the fields:
      mceclip6.png
      • Label: Enter Create Proposal
      • Name: Enter Create Proposal
      • Description: Enter Create Proposal
      • Display Type: Select Detail Page Button
      • Behavior: Select Display in Existing page without Sidebar or Header
      • Content Source: Specify as URL
      • Select Field Type: Select Opportunity
      • Insert Field: Select Insert Merge Field
    7. Type one of the following in the URL text box:
      • If your Salesforce URL is rfpio.ap1.visual.force.com, enter https://rfpio.ap1.visual.force.com/apex/rfpio__CreateNewRfpioProposal?ObjectId={!Opportunity.Id}.
      • If your Salesforce URL is rfpio.ap15.visual.force.com, enter https://rfpio.ap15.visual.force.com/apex/rfpio__CreateNewRfpioProposal?ObjectId={!Opportunity.Id}.
    8. Click Save, then click OK on the alert message that displays.
      mceclip7.png
      The details of the created button/link displays:
      mceclip8.png

    Follow a similar process for creating Proposal buttons/links for leads and accounts.

    Adding proposal buttons/links to the Opportunity layout

    Once the Create Proposal button/link is created, the Opportunity layout must be edited to display the newly created button.

    1. Click the Opportunities tab, select an opportunity, then click Edit Layout.
    2. Click Buttons, then select Create Proposal and drag and drop it in the Custom Button section.
      mceclip10.png
    3. Click Save.

    Creating proposals from Salesforce

    Once the layout is setup, the Opportunities page will be displayed as shown:
    Note: Proposal settings must be configured in our application in order to generate proposals from Salesforce.  

    1. From the Opportunities page, click Create Proposal.
      mceclip12.png
    2. Once you are taken to the Responsive Projects page in Salesforce, specify the required details and select a template.
    3. Click Generate Proposal. The Preview Proposal pop-up displays.
      mceclip13.png
    4. Click Generate. The created proposal is exported as a package and displays in Salesforce as shown below:
      mceclip14.png

    Creating projects during the proposal creation process

    While creating a proposal, you can directly create a project by attaching RFx files and other supporting documents.
    Note: You can either use files from Notes and Attachments, or import local files.

    If an RFx file is uploaded, the Create Project button appears instead of the Generate Proposal button during Step 3 above.

    mceclip19.png

    Upon clicking Create Project, a success message appears.

    To view the project, click Open Project. The project is created. It appears in the Projects page of Responsive and is also visible in Salesforce.

     

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