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Setting Up and Using Proposal Builder on Salesforce (Classic)

Overview

Once you have the Responsive package installed and set up on your Salesforce account you can set up Proposal Builder.

Permissions

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.

If you have the Responsive package installed already you can skip this step.

Select the applicable tab for your edition of Responsive.

  • 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.PB - Salesforce Home - Classic.png

    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.PB - Salesforce - Edit Layout.png

    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.PB - Salesforce - Save Layout.png

    On saving, you will be navigated to the Opportunity with the Proposal Builder pane as shown.PB - Salesforce - Proposal Builder iFrame.png

    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.PB - Salesforce - New Proposal.png

    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.PB - Salesforce - Associate Proposal.png

    Select the proposal and click Associate Existing Proposal.
    PB - Salesforce - Associate proposals.gif
    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.PB - Edit Proposal.png

    Click the [i] Integration - Salesforce - 02.png icon next to the proposal name.PB - Associate Proposal - Basic Info.png

    Find and select the opportunity you want to the proposal with using the search box.PB - Associate Proposal - Find Opportunity.png

    Click Add to create the association.
    PB - Associate Proposal - Add.png

    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 [i] Integration - Salesforce - 02.png beside the proposal name.
    PB - Salesforce - Associated Proposal.png

    You can also see the indication on the proposal list pages.

    PB - Salesforce Associated Proposal.png

    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.
    PB - Salesforce - Remove Association.png

    To remove association of a proposal with an opportunity, click Remove Association and select the proposal. Then, click Save.
    PB - Salesforce - Remove Association.gif

    Removing Proposal Association from Responsive

    To remove a proposals association from Responsive, follow the steps mentioned below.

    Click the [i] PB - Trash - Delete.png next to the proposal name.
    PB - Salesforce - Remove Association - Responsive.png

    Click Confirm on the confirmation popup.
    PB - Remove Association - Popup.png

    Launch Responsive

    You can click Launch Responsive to launch the application in a new tab.

    PB - Salesforce - Launch Responsive.png

  • Essentials features are subscription-based and may not be available for all users. Contact your account manager, or accountmanagers@responsive.io, for more details.

    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.PB - Salesforce Home - Classic.png

    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.PB - Salesforce - Edit Layout.png

    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.PB - Salesforce - Save Layout.png

    On saving, you will be navigated to the Opportunity with the Proposal Builder pane as shown.PB - Salesforce - Proposal Builder iFrame.png

    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.PB - Salesforce - New Proposal.png

    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.PB - Salesforce - Associate Proposal.png

    Select the proposal and click Associate Existing Proposal.
    PB - Salesforce - Associate proposals.gif
    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.PB - Edit Proposal.png

    Click the [i] Integration - Salesforce - 02.png icon next to the proposal name.PB - Associate Proposal - Basic Info.png

    Find and select the opportunity you want to the proposal with using the search box.PB - Associate Proposal - Find Opportunity.png

    Click Add to create the association.
    PB - Associate Proposal - Add.png

    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 [i] Integration - Salesforce - 02.png beside the proposal name.
    PB - Salesforce - Associated Proposal.png

    You can also see the indication on the proposal list pages.

    PB - Salesforce Associated Proposal.png

    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.
    PB - Salesforce - Remove Association.png

    To remove association of a proposal with an opportunity, click Remove Association and select the proposal. Then, click Save.
    PB - Salesforce - Remove Association.gif

    Removing Proposal Association from Responsive

    To remove a proposals association from Responsive, follow the steps mentioned below.

    Click the [i] PB - Trash - Delete.png next to the proposal name.
    PB - Salesforce - Remove Association - Responsive.png

    Click Confirm on the confirmation popup.
    PB - Remove Association - Popup.png

    Launch Responsive

    You can click Launch Responsive to launch the application in a new tab.

    PB - Salesforce - Launch Responsive.png

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