Support / FAQ

Salesforce Integration with Quote Roller


Focus: The focus of this document is to provide you steps on how to Integrate Salesforce with Quote Roller.

What does the integration do?
This integration will allow you to setup a Quote Roller Add-on in Sales force to start Quote Roller proposals form Opportunities. Contact, opportunity information, product and pricing details all flow into Quote Roller. Proposal status updates are so automatically updated in the Salesforce Opportunity. A secondary setup can be used to import contacts from Sales force into Quote Roller.

Please note: In order to use this integration you must have a Quote Roller Enterprise or Team plan.

Sales Force Notes: In order for this integration to work, you will need Salesforce “Professional, Enterprise, Unlimited, or Developer edition”. If you don’t have one of these versions, the integration will not work. Your Edition can be found, by logging into your Sales Force Account and use your mouse to hover over the Browser Window tab.

Quote Roller Add-On in Salesforce App Exchange 

Step 1:
 Setting up the Quote Roller Add-on inside of Salesforce. This option is used so you can start a Quote Roller Proposal directly from Salesforce Opportunities.

A. Log into your Salesforce account: https://login.salesforce.com/
B. Click on this link to install the Quote Roller Add-On: https://login.salesforce.com/packaging/installPackage.apexp?p0=04tE0000000IaBl
C. Click the Green “Get it Now button”.
D. Confirm the install and check the box for Terms and Conditions.
E. Click Continue

Sales Force Package Details


E. Select “Grant Access to All Users
F. Click Install

Step 2: User Interface (UI) Expansion – Go to the Opportunity object and click on “Edit Layout”. Please note:  “Please, don’t customize Quote Roller-provided objects in your Salesforce. Such objects are Opportunity Proposal and Opportunity Proposal History. Customization such as adding new fields may break the integration.”.
Salesforce Opportunity Object
A. On the left, click on “Buttons”, find “Create a Proposal” and hold down your mouse and drag and add this to the Opportunity Layout that is shown below in the Opportunity Layout.
B. On the left, click on “Related Lists”, find “Proposals” and hold down your mouse and drag and add this to the Opportunity Layout that is shown below in the Opportunity Laout.
Sales Force Opportunity layout

Step 3: Now you are ready to create a proposal – Still inside of Salesforce; we recommend that you create a “test”  contact to test out this integration . When ready, click on “Create New Opportunity”, which will be come your automatic future proposal title.
A.  Please make sure the following fields are setup for the Opportunity: “Opportunity Name”, “Close Date” and “Stage”
B. Click Save to save those features
C. Click on the Create a Proposal button

Salesforce-addon-create-a-proposal-button

D. 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.

contact-salesforce-addon

E. 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. Please note: At this time, this integration does not allow Sales force Product “Descriptions” to Quote Roller Products-Descriptions.

Pricing-table-salesforce-addon

As you move onto Steps 3: Edit and 4: Finalize, it acts like normal Quote Roller. And then you hit Send. 

Step 4: What happens in Salesforce after the proposal is sent.
A. 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.

proposal-list-salesforce-addon

Step 5: A Few Best Practices
A. 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.
B. You decide where you want the “Create a Proposal” button to be within your Opportunities (Step 2 from above), by going to Edit Layout and dragging the button wherever you’d like.
C. Inside of Quote Roller Proposal. Don’t forget to add the “Pricing Table” content block when you get to Step 3: Edit.

Importing contacts from Salesforce into Quote Roller.

Please note: These steps are not necessary if you are using the Quote Roller Add-On in Salesforce. By using the follow steps, this will allow you to import contacts from Sales force into Quote Roller. If you ever needed to update your contacts in Quote Roller, you would have to manually import again.

Step 1: Login into Your Quote Roller Account.

Step 2: On the Upper right, click on Settings > Integrations, Find Salesforce and click on Enable.

Settings - Integrations -SalesForce

Step 3: Configuring your Quote Roller account to be integrated with Salesforce

SalesForce login and connect
A. Login into your Salesforce Account.
B. Click on “Allow” to provide permission to Quote Roller.

Step 4: Salesforce Settings – Syncing your contacts from Salesforce to Quote Roller

SalesForce Settings - Setup
A. Sync Contacts —  Click the “Sync” Button. After this has been completed, you will receive an email message from Quote Roller that the contacts have been imported. For your convenience with also provide you with a .TXT file of the contacts that were imported into Quote Roller.
B. Additional Option – Adding Your Salesforce Dropbox email. You can add this email address to your CC or your BCC line under Settings > Profile > Email Setup.  When you send emails from your Quote Roller Account to your clients, Salesforce can also get a record of that email.

Step 5:  Viewing your Salesforce Clients in Quote Roller. Click on Clients.  Any client that has the “Salesforce” icon, came from Salesforce.

Client SalesForce

Congratulations, you have successfully integrated your Salesforce Clients into Quote Roller!

Step 6: Re syncing and reviewing the last sync.  If you ever need to re sync or obtain date/time of the last sync. This can be done under Clients > Import Contacts.

Clients - Import Contacts - SalesForce

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

Posted in: Integrations