Product

3 min read

New Feature Alert! Create Proposals Directly Inside Salesforce

November 27, 2019
Last updated on October 1, 2024

Create and Send Proposals Without Leaving Salesforce
Keep a finger on your proposal pulse
Your Sharper Sales Process Starts Here

Automate your team’s workflow and boost productivity by letting reps create, edit, send, and electronically sign proposals without ever leaving their opportunity view.

Imagine if your sales reps never had to waste time searching for sales collateral. Imagine if the most error-prone parts of your proposal process were automated. Imagine if reps had everything they needed to create effective, accurate sales documents without EVER having to leave their CRM.

Proposify for Salesforce, now available on the AppExchange, makes all that possible, by putting our powerful proposal editor directly inside your Salesforce CRM.

Ready to say goodbye to wasted time and hello to a smarter, faster sales process? Let’s look at what Proposify for Salesforce can do for your team.

Create and Send Proposals Without Leaving Salesforce

A proposal editor inside your team’s CRM means reps can create, edit, and send sales documents (and get them electronically signed) right from their opportunity view. And thanks to our powerful data syncing and custom field mapping, they never have to leave Salesforce to do any of it.

Map custom fields in Salesforce onto custom fields in Proposify and reps can easily pull important information from the opportunity into their proposal. So no more hunting for client and company name, billing and shipping addresses, specific dates, emails, or other easy-to-get-wrong information.

You can also save long-form content into custom fields, and rescue reps from having to re-type the same paragraph in every proposal they put together.

Reps can even import pricing information from your Salesforce products directly into their Proposify fee tables.

This means they can pull together quotes, or add them to proposals, in a fraction of the time, no matter how complicated the fee structure is. And you never have to worry about the wrong pricing information ending up in front of your prospects.

Add in the fact that reps can close the deal right from the opportunity with legally binding electronic signatures, and you’ve got a powerful new way to take control of the clunkiest parts of creating sales documents, and build reps a more consistent end-of-funnel workflow that saves them a ton of time.

Keep a finger on your proposal pulse

Our Salesforce AppExchange integration also opens a Proposify widget in your opportunity view that provides a snapshot of the most important proposal information—like deal value, deal stage, deal owner, contact information, and more.

And all of that data gets pushed from Salesforce to Proposify any time anything changes, so you’re never worrying about data integrity, and can keep Salesforce as your single source of truth.

Your Sharper Sales Process Starts Here

Every part of our new Salesforce AppExchange integration is designed to make creating proposals, and getting them electronically signed, faster and easier.

We couldn’t cover everything in this update. So head to our knowledge base to discover all the ways this integration can revolutionize your sales process. And keep an eye out for more updates as we add even more functionality in the future (we’ve got some very exciting plans).

Prefer to dive right in? Our Salesforce AppExchange integration is available as an add-on for Venti customers right now. Talk to one of our sales representatives today to discuss pricing, or to upgrade your plan.

Cheers!

Ricky Ferris

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	Basic Start free trial	Team Start free trial	Business Book a demo
Brand customization
Unlimited templates All accounts allow unlimited templates.
Content library Create and share templates, sections, and images that can be pulled into documents.
Embed images & videos Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia
Custom domain You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL
Content authoring	Basic	Team	Business
Online signatures All plans allow you to get documents legally e-signed
Interactive quoting Allow prospects to alter the quantity or optional add-ons
Client input forms Capture information from prospects by adding form inputs to your documents.
Document Sends You can create unlimited documents but some plans limit how many you can send per month.	5 sends per month $1.99 per additional send	Unlimited sending	Unlimited sending
Collaborator seats Collaborators are users who only have access to specific proposals, and can edit or approve, but not create or send.	1 collaborator included $8.00 per additional seat	3 collaborators included $8.00 per additional seat	5 collaborators included $8.00 per additional seat
Visibility	Basic	Team	Business
Notifications & metrics Get notified by email and see when prospects are viewing your document.
PDF export Generate a PDF from any document that matches the digital version.
Reports Get a full exportable table of all your documents with filtering.
Process & control	Basic	Team	Business
Payments Connect your Stripe account and get paid in full or partially when your proposal gets signed.
Automations Set up automations using pre-built connectors or customize using the workflow builder
Custom fields & variables Create your own fields you can use internally that get replaced in custom variables within a document.
Integrations All integrations except for Salesforce.
Auto reminders You can automatically remind prospects who haven't yet opened your document in daily intervals.
Roles & permissions Lock down what users can and can't do by role. Pages and individual page elements can be locked.
Approval workflows Create conditions that if met will trigger an approval from a manager (by deal size and discount size).
Salesforce integration Use our managed package and optionally SSO so reps work right within Salesforce
Single sign-on (SSO) Our SSO works with identity providers like Salesforce, Okta, and Azure
Workspaces Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage.
API Access Integrate with external systems, or enhance customization, our API provides the tools you need to succeed.
Success	Basic	Team	Business
Email & chat support Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST.
Phone & Zoom support Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify.
Success manager Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify.
Premium integration support Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done.

Create and Send Proposals Without Leaving Salesforce

Keep a finger on your proposal pulse

Your Sharper Sales Process Starts Here

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Basic

Team

Business

Brand customization

Content authoring

Visibility

Process & control

Success

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