Proposal Setup (Lightning) – Home

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:

Click icon and select Setup.

You will be navigated to the Home From the left navigation pane, click Objects and Fields displayed under PLATFORM TOOLS.

Select Object Manager. The Object Manager page will be displayed.

You need to select the object type. Click Opportunity. The Opportunity Details page will be displayed.

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

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

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

If your URL is rfpio.ap1.visual.force.com, insert the following URL in the URL text box:

https://rfpio.ap1.visual.force.com/apex/rfpio__createnewrfpioproposal?ObjectId={!Opportunity.Id}

If your Salesforce URL is rfpio.ap15.visual.force.com, use the following URL: https://rfpio.ap15.visual.force.com/apex/rfpio__createnewrfpioproposal?ObjectId={!Opportunity.Id}

Click Save. Upon successful save, an alert message will display

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:

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

The Opportunity Layout page will be displayed:

Click Buttons and then select Create Proposal.

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

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:

Click Create Proposal. You will be navigated to the RFPIO Projects page in Salesforce.
Specify the required details, and select a template.
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:

Click GENERATE. The proposal created will be exported as a package and will be displayed in opportunity’s page as shown below:

Note: While creating a proposal, you can create a project as well by attaching your RFx file and supporting documents. You can either utilize files from Notes and Attachments or can import files from your local machine.