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Proposal Builder

Getting started with Proposal Builder

  • Proposal Builder Roles and Permissions
  • Proposal Builder Overview
  • Proposal Templates Overview
  • Proposals Overview
  • Proposal Builder Discussions

Generating proposals with Proposal Builder

  • Building Proposals
  • Proposal Builder Review Process Overview
  • Assigning Section Review in Proposal Builder
  • Assigning Proposal Review in Proposal Builder
  • Downloading and Sharing Proposals
  • Editing Proposals and Adding Attachments

Creating and managing proposal templates

  • Creating Proposal Templates
  • Working with Catalogs
  • Theme Files (Response Templates)

Proposal analytics and activity logs

  • Proposal Activity Logs
  • Proposal Analytics

Proposal Builder integrations

  • Setting Up and Using Proposal Builder on Salesforce (Lightning)
  • Setting Up and Using Proposal Builder on Salesforce (Classic)
  • Mapping Salesforce Custom Fields with Proposal Builder
  • Configuring Custom Object Types for Salesforce for Proposal Builder

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