Integrating Salesforce with Better Proposals allows you to quickly and easily search for a contact in your CRM account when you're filling in who your document is for. This means that you don't have to remember every client's details off the top of your head.
Enabling the Salesforce API
Before you can connect this integration, you need to enable the API in your Salesforce account. There are two ways of doing this, either by profile or permission set.
By permission set:
Log into Salesforce
Click on Setup.
Go to Manage Users and click Permission Sets.
Select the Permission Set you're updating.
Go to System and click System Permissions.
Check the API Enabled box.
Log into Salesforce
Click on Setup
Go to Manage User and click Profiles
Click edit on the profile you want to update
Scroll down to Administrative Permissions
Check the API Enabled box
Connecting your Account
To connect your Salesforce account:
1. To access Integration settings, just click Settings > Integrations in the sidebar menu.
2. Once you're there, you'll see various software categories and be able to locate Salesforce under CRM integrations.
3. Click the pink 'Connect Salesforce' button and follow the instructions to log in to your account
4. Once you're logged in (or if you're already logged in), you'll be sent back to a page that looks like this which confirms that you've connected your account
Searching your Account
Once your account is connected, when you create a new document, you will see a new third option to send to 'Someone from my CRM'.
When you click this, you'll see a search box. Simply type part of or the whole name of the company you're looking for and hit the 'Search' button.
Choose the company you're after in the results and then tick the relevant contacts that you'd like this to be sent to (don't worry, you can edit this later).
Click 'Continue' and finish filling in the rest of the details as normal.
Syncing your Document to an Opportunity
Once you've created a document using the above search feature, you will be able to sync your document to any opportunity associated with that company. Do bear in mind that the opportunity must already exist in Salesforce.
Simply click on the document and click 'Sync Salesforce Opportunity' on the right hand side.
This will open a sidebar where you can choose from a dropdown which opportunity you want to sync this document to. Simply select the opportunity and then click 'Sync Now'.
Once the opportunity is synced, you'll see a success message and a note will be posted to the opportunity in Salesforce with a link to the document. The 'Sync Salesforce Opportunity' button on the right hand side will now say 'Open Salesforce Opportunity' so you can access it directly at any time.
Each time the document is opened and then when the document is signed, new notes will be added to the opportunity automatically.