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Proposal & Quote is a 100% Force.com solution for managing proposals in Salesforce.
TestimonialsBA Link’s Proposal & Quote is a powerful Force.com based solution to manage sales proposals in Salesforce.com. A comprehensive yet intuitive solution, Proposal & Quote transforms the opportunity management cycle in Salesforce by providing increased accuracy, productivity and insight. I have reviewed a number of apps that can handle proposals and quotes without using complex third party servers. BALINK Proposal & Quote came out tops for us…Support has been faultless! It made a great difference to our productivity and it's competitively priced
Alan Holcroft, CEO | RetailIT
Product proposal & quote key benefits
Proposal Pricing
- Proposal calibration in a spreadsheet mode grid
- Quote breakdown into sections and categories
- Optional items management.
- Full SEO capabilities built into the Inventory site.
Business Rules
- Applying corporate discounts and other sales policy rules that govern proposals management
- Embedded approval workflow to foster team collaboration
Quote Generation
- Template based advanced PDF print
Salesforce Editions
- Compatible with Salesforce Professional Edition (Products module required), Enterprise, Unlimited
Integration into Salesforce
- Full and seamless integration – 100% Force.com application ensuring high performance, integration, trust and scalability
- Complete update of the opportunities
- Salesforce Reporting & Dashboards naturally inherit the data generated by the solution.
- Full SEO capabilities built into the Inventory site.
FAQ
How can I be sure it's fully compliant with my Salesforce org?
Proposal & Quote is a fully native solution, i.e. written in Force.com and packaged as a managed package. It's therefore embedded seamlessly in any adequate Salesforce org. Yet, in some cases, deployment or operational issues may occur due to particular Salesforce org setups. These can usually be easily identified and remedied by BALINK SupportDoes Proposal & Quote updates the Salesforce opportunity automatically?
Proposals are first managed in the solution independently from the source opportunity. Yet, the user can at any time copy a proposal to the opportunity. Once this is done, the opportunity numbers are driven by the copied proposal.Do I lose the Opportunity Line Items functionality by deploying Proposal & Quote?
No, you simply get a more granular management ability concerning these line items. Once a proposal is copied to the opportunity, it first updates the line items which then replicates on the opportunity Amount using Salesforce standard infrastructure. As long as no proposal was copied to the opportunity the user can manually manage the opportunity line items.How can I deploy the solution into my org?
Proposal & Quote can be deployed directly from the Appexchange, by clicking the Get It Now button there and following standard Salesforce deployment wizard for managed packages. After deployment is completed, follow the few instructions provided in the Proposal & Quote Installation & Customization Guide to make your org ready to work with the package.Is there a free trial?
Yes, a 21 days free trial period is available for all deployments via the Appexchange.Can I customize the application?
Certain fields in Proposal & Quote's grid can be customized by Salesforce users via the standard setup in Salesforce. Also, the Quote Template is fully customizable. Note the Proposal & Quote Settings utility provides many configuration schemes defining the way the application will be operated within the org. If more substantial customizations are required, our Professional Services team can provide quotation. Contact support@balink.netDo I necessarily need Salesforce Enterprise Edition in order to run the solution?
No. Proposal & Quote can be run even from Salesforce Professional Edition (Products module required), making it accessible to many Salesforce sites.What is the price of the tool?
Proposal & Quote is leased at only $18 per user, per month. Moreover, volume discounts start as low as 6 users, and an unlimited users, site license is also available.Can I un-install the tool?
Yes, you can easily un-install the package through the Salesforce setup menu.Configure
Configure sales policy
Proposal & Quote has a built-in module that allows the sales management team to automatically apply the company's sales policy into the proposal management process. Business Rules based on Company's Policy This customizable module enables the definition of Salesforce Roles based approval limits, in different business parameters: Complex Discounting schemes Gross Margin thresholds Deal Volumes Salesforce Integration Since Proposal & Quote is totally embedded in Salesforce, the policy can be configured so that it inherits the users' hierarchy built into the org. Controlling Proposals The business rules definitions are automatically incorporated into the Proposal & Quote system and used to monitor the generation of proposals. Sales Policy Capabilities policy Type Multi Levels Exception Management Email notifications Role Based Discount Policy 
Deal Volume 
Margin User Defined using SF WF Design
Design and issue quote
BALINK Proposal & Quote has powerful Printing capabilities to customize the final quote to be submitted to the client and complete the automation cycle. Quote Templates An admin user area to design page layouts suitable for different types of clients or needs using a powerful rich editor allowing: Dynamic content insert HTML code Quote Line Items display customization Areas to add pictures, brand etc Quote templates are stored in the system and are available for repeatable use: a great time saver for the Sales reps! Print Quote Sales reps generate Quote printouts in PDF in a button click. They can also update the Quote Template prior to submission to fit their exact needs and deal's structure Saving and Emailing the Quote In two clicks a Quote can be saved in Salesforce objects or Documents folders as well as being emailed to the client. The full proposal making is finalized! Launch
Launch Approval Workflow
BALINK Proposal & Quote has an embedded approval module to allow team collaboration in proposal management as well as compliance to company's policy. Approval Process Trigger When a proposal that has certain policy exceptions is submitted, the approval cycle is activated as per the definitions provided in the Sales Policy module. While this is in process, the proposal cannot be amended, ensuring business integrity throughout the cycle. A pproval Escalation The proposal is escalated through the management hierarchy as per the definitions in the Sales Policy and based on the users roles affiliations in Salesforce. Important: The Approval process capability is totally embedded in Proposal & Quote: therefore even Salesforce Professional Edition users that don't have the Approval Workflow module can use it!Price
Price the proposal
With Proposal & Quote Sales staff can create complex priced proposals out of Salesforce Opportunities with the highest accuracy and in the most diligent manner. Proposal Structure Proposals are structured around customizable sections, providing high flexibility to adapt to any sales scenario. Products Selection Linked to the popular Product Search & Selection tool, products are easily added into the proposal out of Salesforce Products Catalog. Proposal Configuration Using a spreadsheet-like grid, the proposal can be calibrated and re-adjusted on the page, supporting different discounting schemes as well as displaying impact on cost, net revenue and margins. Opportunity Update User marked proposals update the Opportunity Amount data and drive the Forecast reports in Salesforce. All proposals data are available for reporting in Salesforce. Proposal Validation Proposals are checked for compliance against the company's pre-defined Sales Policy and run through an Approval Process prior to finalization. Proposal Terms & Header Data All proposals are monitored through their selected Price Book as well as governing terms & conditions. Orgs with Multiple Currency feature are also supported.