Quote Roller is excited to join the Salesforce AppExchange and we wanted you, our loving clients, to know first. Now, Quote Roller’s Enterprise and new Team Plan subscribers and Salesforce’s Enterprise, Unlimited, and Developer editions can go ahead and send proposals straight from their Salesforce account. The client and opportunity details auto-populate your rockin’ Quote Roller proposal, along with, amazingly, your pricing and catalog details.
Are you excited?
How do I set up my Quote Roller addon
You can start in Quote Roller or in Salesforce, but I think it’s a bit easier to start by logging into your Quote Roller account.
Settings > Integrations. Click Enable and log into and Authorize Salesforce.
Next, you may wish to Sync your contacts. This is done simply by clicking Sync in your Integration Settings. This may take a few minutes. You’ll receive an email when it’s complete.
Now, log into your Salesforce account.
Next, go directly to this link: https://appexchange.salesforce.com/listingDetail?listingId=a0N3000000B561PEAR
Click Continue. If any error pops up, you’ve probably forgotten a step. (Go to the bottom of this document to double-check for errors.)
Select Grant Access to All Users.
Now you’re ready to create a proposal!
Still inside Salesforce, go into the Setup > Customize > Opportunity and click Create New Opportunity, which will become your automatic future proposal title.
Mandatory Fields to set:
and then Save.
Or you can click on an Opportunity that’s already created.
Below you can see an Opportunity, which includes the Opportunity Name aka your Proposal Name, Client Contact Info, the total Amount of the deal and the Products listing.
Click the Create a Proposal button.
This will open in a new window or tab and you’ll find yourself back inside Quote Roller at the first Create a Proposal screen. The Proposal Name and Client Contact Info will already be there. Pick if you want to create a blank proposal or from a template and check that all the information is correct.
When you move onto Step 2: Price, you’ll find that the Products from your Salesforce Opportunity has auto-populated into a Pricing Catalog for you.
Be sure to hit Edit if you want to Mark as Optional or Quantity Editable.
As you move onto Steps 3: Edit and 4: Finalize, it acts like normal Quote Roller. And then you hit Send.
What happens in Salesforce after the proposal is Sent?
Now the actions that underwent in Quote Roller appear in your Salesforce Opportunity, as soon as you hit Refresh.
When you are in the Salesforce Opportunity, scroll down to the bottom to find a store of PDF versions of your proposals related to this opportunity, in stages of Viewed or Accepted.
A Few Best Practices
The change in status of Viewed or Accepted only shows up if it’s changed by the client. If you change the proposal’s status manually, it’s not updated in Salesforce, so you must also do it manually there.
You decide where you want the “Create a Proposal” button to be within your Opportunities, by going to Edit Layout and dragging the button wherever you’d like.
And just because this is one I always forget and it’s even more likely when you have to think about the Pricing Table even less than usual: Don’t forget to add the Pricing Table when you get to Step 3: Edit.
Now, that’s settled. How do you think you’ll use this new integration? Did we make your sales world just a little bit simpler?