Salesforce

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

‍

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