NOTE: This article is for users with the Salesforce Premium integration enabled. You can see if your account has access to this from the billing page.
You’ve just activated your Salesforce premium integration with Proposify. Now you’re looking to see what you can do to really dive in while keeping your work consistent and reduce redundancies. Here are a few tricks to help you out.
If you’re linking your opportunities to Proposify, we can fill out those settings for you.
If you’re working from Proposify, you can link to an existing opportunity in Salesforce from the proposal Settings page.
Once you’ve linked an opportunity, click update Proposal settings.
From here, we’ll pull the settings data from the opportunity you’ve already created. Things like due date, proposal name, and client data will all be pulled.
You probably won't need to upload your entire contact list.
Proposify will automatically update your contacts the moment they’re uploaded into Proposify. Odds are, though, that you won’t need all of the thousands of contacts in your list. Instead, it's better to push the contacts necessary to build a proposal.
When you link a proposal to an opportunity and click update proposal settings, we’ll upload the client data directly to your Proposify account. What's more, we'll keep that information updated, so you can focus on more important things.