The proposify app allows you to directly create and send a proposal from Salesforce. 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 sale team.
IMPORTANT NOTE: Because the installation process is both delicate and involved, troubleshooting is going to be tough if something goes wrong. If you hit a snag or something doesn’t work correctly, the best option would be to uninstall the app and try again. Here’s instructions on how to uninstall. If you’re not confident in your Salesforce-fu, you may want to arrange a walkthrough with your success rep.
Installing the Salesforce Appexchange App takes up to 6 Steps:
- Install the App into the Salesforce Account
- Create and Assign Permission Sets
- Link Proposify and Salesforce
- Install the Component
- IF UPGRADING FROM BETA - Manage Deprecated Custom Fields
HEADS UP: Step 2 must be completed after each version upgrade, to avoid permission issues for current users.
Each step takes about 15-20 minutes if you are new to this kind of task. If you’re an experienced Salesforce admin, this should go smoothly and you should be done in about 25 minutes total.
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.
Install the Proposify App Exchange App
YOU’LL NEED TO BE IN THE ADMIN’S ACCOUNT FROM THIS POINT ON
First, go to the app exchange store. You can find this in Classic mode by clicking the dropdown at the top right of the page and selecting AppExchange:
In Lightning, you can find the app exchange store by clicking the menu icon at the top left:
Then click visit AppExchange button at the top right of the menu that appears:
Search for Proposify and click install.
A menu will appear asking who to install this for. Select install for admins only:
IMPORTANT: Do not install for “all users” or “specific profiles”. This is an admin-only job.
A modal will appear asking the Admin to approve communication with Proposify:
Click the checkbox next to Yes, grant access to these third-party web sites, then click continue.
The installation process will begin:
HEADS UP: This will take a few minutes. We’re installing dependencies throughout their account and establishing links between your Salesforce account and our app. This is all to get everything in the background ready for the next few steps. While you’re waiting, bug your coworkers! Grab a coffee! Find enlightenment!
The page will update to notify you once the installation is complete. Click done:
You’ll be redirected to the installed packages page:
Depending on how many apps you have, this may be more full.
Step 1 is complete!
Create and Assign Permission Sets
In order to complete the next few steps, you’ll need to assign access to manipulate the app to the admin. While in the setup page, click Permission Sets found under users:
Here, you’ll see a bunch of different apps that use permission sets. Click the clone link next to proposify standard user:
IMPORTANT: The proposify setup user permission set doesn't help. It's best to leave it alone.
Once clicked, the permission set menu appears for your cloned set. Rename label and API name to something other than proposify standard user. It should still be recognizable as part of that set:
IMPORTANT NOTE: Make sure that the label and API name fields match.
Once done, click save found at the top or bottom of the page:
This will take you back to the Permissions Set menu. Click the new permission set you created:
From there, click object settings:
This brings up a whole bunch of different permission sets. Scroll down and click proposals:
Next to the Proposals permission menu, click edit:
There’s a whole mess of options here, but the ones we need to focus on are read, create, and edit:
Enable those three options and leave the rest as-is.
Now that we’ve created a permission set, it’s time to assign it to the people who would use it.
Click manage assignments found in the toolbar in the permission sets page:
From here, click add assignments:
Here, you’ll see a list of all available users in your organization. Check the box next to all of the users that would use the app (hint: it’s everyone with a seat in Proposify), then click assign.
You’ve now created and assigned your permission sets. Step 3 is complete!
Link Proposify And Salesforce
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, click proposify setup:
Provided all of the previous steps were carried out correctly, this will launch the setup assistant.
Click 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 clicking 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). Click 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 click 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 click 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.
Click approve under the permissions warning that appears:
Once authorized, you'll see a confirmation bar appear above your redirect URL:
Click 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 click save settings at the bottom of the page.
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 click on it:
From the left-hand menu, click lightning record pages:
Then click opportunity record page:
Click 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:
Click 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, click activation... to the right of the save button to activate it.
Now that we’ve got the component added to the page, let’s link that component to the correct account so the team members don’t have to. First, return to the object manager by clicking back from the Record editor:
From here, click object manager at the top left of the page:
This takes you back to that big list. Click user:
Then click user page layouts:
Under this, click user layout:
Next, click and drag the proposify client ID and proposify client secret fields to the additional information box:
HEADS UP: Make sure to use proposify client id and proposify client secret or your team will be prompted to provide the id and secret when they first try to use the component.
Once done, click save at the top left of the page:
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 click 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 click Visualforce pages found at the bottom of that field:
Click 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. Click the wrench icon at the top right of the visualforce element:
This will open up the widget’s properties menu:
Everything can be left as-is except for height. Set that to 300, then click OK.
Finally, click 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!
Manage Deprecated Custom Fields
NOTE: This is only needed if you’re upgrading to the latest Salesforce Appex app for Proposify. If you’re installing this fresh, you’re all done!
In our improvement process, we have deprecated some custom fields. It’s possible that they still exist in your Salesforce environment, though (in case you are upgrading from an earlier version of the package). You can safely remove them from your Organization using the Object Manager in Setup.
Which fields have we deprecated?
- For Account Standard Object: Custom Field Proposify_Id (API Name: proposify__Proposify_Id__c).
- For Contact Standard Object: Custom Field Proposify_Id (API Name: proposify__Proposify_Id__c).
Using Salesforce Classic:
Type the name of the standard object on quick find input account or contact. Then click on fields and look for the field to delete Proposify_Id. From there, click del.
You may receive a confirmation window. Confirm your choice by selecting the checkbox and clicking delete:
Repeat this step to delete the custom field on both objects, account and contact.
Using Lightning Experience:
In setup, go to object manager and look for the object to delete the custom field (Account/Contact). You can use the quick find filter to make this easier.
Click on the object to see its details and then click on the fields & relationships tab. Look for the Proposify_Id custom field using the quick find filter. Click the triangle menu to the right of that field and select delete.
A pop-up window will open asking you to confirm deleting the custom field. Click delete.
Repeat this step to delete the custom field on both objects, account and contact.
Done! You’ve removed the deprecated custom fields from your organization.