Prerequisite
As a prerequisite, you must have the Responsive package installed and set up on your Salesforce account. To install and configure Responsive on Salesforce, follow the instructions mentioned in the article below.
- Follow the instructions here if you are using Salesforce Classic
- Follow the instructions here if you are using Salesforce Lightning
Note: If you have the Responsive package installed already you can skip this step.
Setting Up Proposal Builder on Salesforce
Once you have set up Responsive follow the steps below create a new section for Proposal Builder.
Login to Salesforce and navigate to Opportunities.
Select an opportunity, if you don’t have one you can create one by clicking Create New > Opportunity.
Once you have selected an opportunity, click Edit Layout.
Select Visualforce pages from the list as shown.
Next, create a new section for Proposal Builder by dragging Section into the opportunity.
Then, click and drag ResponsiveProposalOpportunity into the newly created section.
Click Save to save the layout.
On saving, you will be navigated to the Opportunity with the Proposal Builder pane as shown.
Once the layout is created, you can perform the following actions on Salesforce.
- Create New Proposal
- Associate Existing Proposals
- Remove Associated Proposals
- Launch Responsive’s Proposal Builder
Generate New Proposal
To create a new proposal, click Create New Proposal and follow the instructions mentioned in this article.
Note: Before generating a proposal, please ensure the prerequisites mentioned here are fulfilled.
Associate Proposals
Proposal Builder makes associating an existing proposal created on Responsive to an opportunity on Salesforce a breeze.
Associate Existing Proposals from Salesforce
To associate an existing proposal to an opportunity from Salesforce, follow the steps mentioned below.
Click Associate Existing Proposal.
Select the proposal and click Associate Existing Proposal.
Note: You can also bulk-select multiple proposals in Responsive and associate them to an Opportunity on Salesforce.
Associate Existing Proposal from Responsive
To associate an existing proposal to an opportunity from Responsive, follow the steps mentioned below.
Select the proposal you want to associate with an opportunity and click Edit Proposal.
Click the icon next to the proposal name.
Find and select the opportunity you want to the proposal with using the search box.
Click Add to create the association.
Note: You can also associate a proposal to an opportunity while creating a proposal on responsive using the same steps mention in this section.
Proposals associated with Salesforce Opportunity are indicated by beside the proposal name.
You can also see the indication on the proposal list pages.
Remove Associated Proposal
Removing Proposal Association from Salesforce
To remove association of a proposal with an opportunity, select the proposal and click Remove Associated Proposal.
To remove association of a proposal with an opportunity, click Remove Association and select the proposal. Then, click Save.
Removing Proposal Association from Responsive
To remove a proposals association from Responsive, follow the steps mentioned below.
Click the next to the proposal name.
Click Confirm on the confirmation popup.
Launch Responsive
You can click Launch Responsive to launch the application in a new tab.