Salesforce
Automatically create/update Opportunities and data in Salesforce when a proposal is sent, accepted or rejected.
Overview
The connectivity with Salesforce can be combined with PMS/EMS connectivity, and Proposales will to keep all systems up-to-date with all relevant data — including all important external IDs, e.g. Opportunity ID (Salesforce) and Booking ID (PMS).
Proposales' Salesforce app is a private Salesforce app and is not listed in the Salesforce AppExchange. Configurations available under our Enterprise plan, including custom fields and conditional blocks, products and attachments.
How it works
Create proposal (starting in Proposales)
✓ Select a proposal template in Proposales, and search among your Salesforce contacts/accounts to quickly add a recipients (will be attached to the new Opportunity)
Create proposal (starting in Salesforce)
✓ Select proposal template directly from the Opportunity view in Salesforce to begin creating a new proposal (recipient automatically set from the Opportunity)
Send proposal
✓ Automatically creates/updates the Opportunity in Salesforce (with total amount, currency etc.)
✓ Automatically connect the deal to the sales agent that sent the proposal
✓ Automatically creates a link to the Salesforce deal from Proposales
Update proposal (new version)
✓ Automatically update the total deal value
✓ Automatically update the status/stage of the deal (optional)
Accepted/Rejected/Expired proposal
✓ Automatically update the status/stage of the deal
Configuration
Each Proposales user is connected to their personal user in Salesforce.
Step 1
Connect accounts by visiting: 'Settings' > 'Connect' > 'Salesforce'
Step 2
Authorize the connectivity
Step 3
Done