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ProposalForce

By Salesforce Labs

Answer your RFPs quickly and repeatably

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Free  

Never requires payment

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Business Need
Document Management
Requires
Sales Cloud

This app allows users to create, search, and categorize RFP/RFI/RFx answers, track the status of RFPs and questions, assign them to users, and generate documents from questions and answers.

Compatibility

Requires
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Sales Cloud
Salesforce Editions
Professional
Enterprise
Unlimited
Developer
Essentials

App Details

Version
ProposalForce/4.24.2019 1.20.0
Listed On
06/19/2018
Latest Release
01/09/2023
Supported Features
Native App
Built exclusively on the Salesforce Platform, ensuring reliability and performance.
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
Native App
No Limits
Lightning Ready
Managed Package
Package Contents
If this app is a managed package, the custom apps, tabs, and objects that it contains don't count against your Salesforce allocations. If this app is not a managed package, allocations apply. Learn More in Help
Custom Objects: 4
Custom Tabs: 4
Custom Apps: 1
Lightning Components
Global: 8
App Builder: 1
Community Builder: 1
Languages
English

Security

This solution is a Non-SFDC Application as defined in Salesforce’s Main Services Agreement. Notwithstanding these Security Requirements or any security review of a Partner Application, Salesforce makes no guarantees about the quality or security of this solution. You’re responsible for evaluating this solution’s quality, security, and functionality.
Last Reviewed Version
The most recent solution version that underwent the AppExchange Security Review. Undergoing the Security Review doesn't guarantee a solution’s security.
1.20.0
Last Reviewed Date
The most recent date that this solution underwent the AppExchange Security Review. Undergoing the Security Review doesn’t guarantee a solution’s security.
05/28/2018

Additional Details

ProposalForce brings the benefits of Salesforce and the Lightning Platform to the RFP process. With its modern, intuitive design, ProposalForce RFP answers are * repeatable * reportable * searchable * trackable * maintainable In a single console view and with just a few clicks, users can search and filter trusted knowledge articles, grab the most applicable text, customize it for a particular question, and link it to a question. Progress bars and status indicators mean managers and users can immediately see the progress on individual questions and on entire RFPs. RFPs and questions can be assigned to users and in-console chatter feeds aid in collaboration. Install note: Due to a known limitation in packages, code referring to Data Categories cannot be packaged into AppExchange apps. Instead, to use Data Categories in ProposalForce * navigate to this GitHub page (https://github.com/ryemcc/DataCategoryTreeBuilder) * click the “Deploy to Salesforce” button * follow the install instructions

Need help?

Salesforce Labs

San Francisco, CA, USA

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