The Proposify app allows you to directly create and send a proposal from a Salesforce opportunity. This guide goes through the set-up process to install that app for your team to use.
This is a feature included in our Venti plan. If you're not on the Venti plan and you're interested in this, reach out to our sales team.
IMPORTANT NOTE: This installation can take up to 45 minutes and gets complicated if you're new to Salesforce. If you’re not confident in your Salesforce skills, you may want to arrange a walkthrough with your Success rep.
Installing the Salesforce Appexchange App takes 4 Steps:
Important Things To Ask Before Starting:
Does your Salesforce Plan allow for API access?
If the answer is “no”, you can stop here. We can only work with an account with API access. You’ll need to speak to your Salesforce manager to have that feature added to your account.
Do you have Admin access to the Salesforce account?
If the answer is “no”, you’ll need to grab them. We need a Salesforce Admin’s access in order to set this up and can’t proceed without it.
Do you have a Proposify account?
If you’re the one installing Proposify on your Salesforce account, you’ll need to be a user in Proposify yourself.
Install the Proposify App Exchange App
HEADS UP! You'll need to be in the admin's account, both in Salesforce and Proposify, from this point on.
First, navigate to the Salesforce App Exchange.
Expand the dropdown at the top right of the page, then select AppExchange:
In Lightning, you can find the app exchange store by selecting the nine-dot icon at the top left:
From here, select visit AppExchange:
Search for Proposify and select install.
A menu will appear asking who to install this for. Select install for admins only:
Next, Salesforce will ask if you’d like to give us access to your Salesforce Account:
Enable Yes, grant access to these third-party web sites, then select continue.
The installation process will begin:
HEADS UP: You’ll receive a message saying “the packet is taking too long to install.” This installation can take anywhere from a few minutes to a half-hour. While you’re waiting, bug your coworkers! Grab a coffee! Find enlightenment! Salesforce will send an email once everything is ready to go.
Next, return to Setup and navigate to Installed Packages:
Step 1 is complete!
Create and Assign Permission Sets
In order to complete the next few steps, you’ll need to assign permissions to those using the Proposify Appex app. While in the Setup, select Permission Sets found under Users:
Here, you’ll see a list of permission sets. Select Proposify standard user:
Select Manage Assignments found in the toolbar in the Permission Sets page:
Then select Add Assignments:
Here, you’ll see a list of all available users in your organization. Enable the users that would use Proposify (i.e., everyone with a seat), then select Assign.
You’ve now created and assigned your permission sets. Step 3 is complete!
HEADS UP: In the future, whenever you add a new user to Proposify, make sure to assign this permission set for them as well. If they don’t have this permission, they’ll only be able to work from Proposify.
Link Proposify And Salesforce
NOTE: Before we proceed here, you’ll need to add the Salesforce integration to your Proposify account to make sure this link is applied correctly. Click here for instructions.
Now that we’ve added the app and established permissions, it’s time to link the Salesforce's webhooks to your Proposify account. You can do this from the Proposify setup app.
In Classic, you can reach that from the top-right dropdown:
In Lightning, you can find that from the app menu at the top left:
From there, select Proposify Setup:
Provided all of the previous steps were carried out correctly, this will launch the setup assistant.
Select Get Started:
Here, you’ll find what looks like a login page asking for a Client ID and Client Secret. You’ll need Proposify to generate that for you. You can do that by selecting the link labeled here:
This will open a new window leading to Proposify’s Salesforce App Exchange page (or a login page, if you aren't logged in yet). Select Add Application:
This is going to ask you for a redirect URL, which is found on the Salesforce page. Return to the Salesforce tab and find the redirect URL link found just above the client ID and client secret:
Paste that redirect URL into the fill box in the Proposify tab, then select Save.
This will generate your Client ID and Secret:
PRO-TIP:It’s a good idea to copy/paste this in a note somewhere in case you need it for later.
Copy/Paste those into the appropriate fill boxes in Salesforce, then select authorize.
Yet another Proposify-related window will appear (careful with pop-up blockers) asking for login credentials. This is to set up the Salesforce integration from within Proposify.
Select approve under the permissions warning that appears:
Once authorized, you'll see a confirmation bar appear above your redirect URL:
Select Continue at the right of the page:
Once you've continued, you’ll find the same integration settings page you’ll be familiar with if you’ve used Proposify's original Salesforce integration.
Set these to what you would like with regards to stages and streams, then select Save Settings.
Once saved, Proposify and Salesforce are now linked. On to the last step: adding the component to the opportunity page!
Install the Component
You’ve now done all of the background work. Now it’s time to install the component so people can actually use the widget. This shows how to install the component for both Lightning and Classic modes. Depending on your team and what they’re used to, you may need to do one or both of these.
Installing the Component In Lightning
First go to objects and fields in the setup page, then go to object manager:
Find the opportunity object and select on it:
From the left-hand menu, select lightning record pages:
Then select opportunity record page:
Select edit, found at the top or bottom of this page:
Here you’ll find a UI editor similar to Proposify’s proposal editor, with a left-hand panel, main page and right-hand contextual menu. From the left-hand menu, scroll down until you see the custom - managed dropdown:
Select and drag the Proposify icon to the place where you would like to see the component:
Once done, hit save at the top right:
HEADS UP: Some accounts may require activation before a component is installed. If that’s the case, select activation... to the right of the save button to activate it.
And it’s installed! The component is ready for all lightning users. If needed, you can follow the next steps to install it for Classic users. If they don’t use Classic, then you can stop here.
Installing the Component In Classic Mode
Installing the component in Classic mode is much easier. First, go to an opportunity (any opportunity), then select edit layout, found at the top of the page:
This will pull up a similar UI menu to the lightning mode editor. From the fields section, drag and drop section to where you would like it to appear in the Opportunity detail:
A section properties modal will appear:
Name the section and set it to 1-Column under the layout section. Display section header options are just for if they want the section label to appear under certain circumstances. That's up to you.
HEADS UP: We only support 1-column layout at this time.
Next, from the menu with fields select Visualforce pages found at the bottom of that field:
Select and drag proposify_opportunity to the section that you’d just created:
You’re almost done, but as it stands this widget isn’t large enough to host our app. Select the wrench icon at the top right of the visualforce element:
This will open up the widget’s properties menu:
HEADS UP: Ensure the show scrollbars option is enabled. This will help prevent your app from hiding elements if your dimensions change.
Everything can be left as-is except for height. Set that to 300, then select OK.
Finally, select save at the top left of the layout menu:
Installation complete! You are now the proud owner of a new Proposify AppExchange app and can now sell and close opportunities faster than ever!