Proposal Setup (Classic)

Salesforce enables you to create Proposal from an Opportunity, Leads or Accounts. Steps involved in setting up proposal in Salesforce are:

• Creating Proposal Link/Button
• Adding the Proposal Button/Link to the Opportunity Layout
• Creating Proposal from Salesforce

Permission: Users must have the privilege System Administrator in Salesforce and Company Administrator in RFPIO.

Creating Proposal Link/Button

Creating link/button is similar to creating custom fields in Salesforce. Refer to the Creating and Mapping Custom Fields documents for more details. To create Proposal link/button, follow the steps below:

1. Click Setup from the top navigation bar.
2. In the left navigation pane, scroll to Build section and select Customize.

3. Select the object type, example: Opportunities.

4. Select Buttons, Links, and Actions. A page as shown below will be displayed:

5. Click New Button or Link. The New Button or Link page will be displayed as shown below:

 

6. Enter the following values for the fields: 

Field	Value
Label	Specify Create Proposal
Name	Specify Create Proposal
Description	Specify 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. In the URL textbox, specify the following URL:

https://rfpio.ap1.visual.force.com/apex/CreateNewRfpioProposal?ObjectId={!Opportunity.Id}, if your salesforce URL is rfpio.ap1.visual.force.com

Note: If your salesforce URL is rfpio.ap15.visual.force.com, the URL to be specified would be: https://rfpio.ap15.visual.force.com/apex/CreateNewRfpioProposal?ObjectId={!Opportunity.Id}

8. Click Save. An alert message as shown below will be displayed:

 

9. Click OK. The details of the button/link created will be displayed as shown:

 

Note: Similar process can be followed for creating Proposal button/link for Leads and Accounts.

Adding the Proposal Button/Link to the Opportunity Layout

Once the Create Proposal button/link is created, the Opportunity layout must be edited to display the newly created button. To add the button/link to the Opportunity layout, you can follow the steps below:

1. Click Opportunities tab, select an opportunity and then click Edit Layout.

The Opportunity Layout page will be displayed:

2. Click Buttons and then select Create Proposal.

 

3. Drag and place it in the Custom Button section as shown. The added button will be displayed as shown below:

 

4. Click Save to save the layout.

Creating Proposal from Salesforce

Once the layout is setup, the Opportunities page will be displayed as shown:

To create a proposal, you can follow the steps below:

1. Click Create Proposal. You will be navigated to the RFPIO Projects page in Salesforce.
2. Specify the required details, and select a template.
3. Click GENERATE PROPOSAL.

Note: Proposal settings must be configured in RFPIO to generate proposals from Salesforce.

The Preview Proposal pop-up will be displayed as shown below:

 

4. Click GENERATE. The proposal created will be exported as a package and will be displayed in Salesforce page as shown below:

Note: While creating a proposal, you can directly create a project by attaching RFx file and supporting documents. You can either utilize files from Notes and Attachments or can import files from your local machine. If documents are uploaded, instead of GENERATE PROPOSAL button, CREATE PROJECT button will be displayed.    Once CREATE PROJECT is clicked, a success message as shown below will be displayed:    To view the project, click OPEN PROJECT. The project will be created and will be displayed in the PROJECTS page of RFPIO as shown:    The Project thus created will be visible in both RFPIO app and in Salesforce.

 

 

To refer other Salesforce (Classic) documentation, click here.