How Do I Create a Multi-Year Proposal?

You have the ability to present your prospects with a Multi-Year Proposal. Please follow the steps below to create a Multi-Year Proposal in Salesforce.

  1. Create the opportunity. For information on how to create an opportunity record, click here.
  2. From the Opportunity record, Click the New CPQ Quote button.
  1. Review and complete the New CPQ Quote form fields. Click Save.

Create the Multi-Year Proposal

  1. In the Opportunity record's Related Quick Links section, hover over the Quotes link and click Edit Lines. Select the CPQ Price book. Click Save.
  2. Ensure the default global Start Date and End Date listed on the quote are correct. 
The Start and End Dates need to be 1-year length, otherwise the calculations will be off. For Example: Start Date: 08/01/2022 End Date: 07/31/2023
  1. Ensure the account in the End User field(s) are the accounts that will receive the products. If you're creating a District quote, please see this article.
    The end-user is the name of the school that will receive the products.
    1. If you need to update the end user or add multiple schools to the quote: Update the End User field with the school account that you would like to add to the quote. Click the arrow next to add products, and click Clone. On the second group, remove the account currently populated as the end-user- click the X after their name in the End User field. Update the products as needed.
    In the End User field, select the Search in Accounts option, or click in the empty End User field and hit the return key to bring up a list of all schools mapped to the account. If the school does not populate, please ensure you have related all school account records to the district account that you are quoting. If this doesn't correct the issue, contact your Salesforce team using the IT ticket form. Repeat this process for as many schools as you need to add to the quote.
    1. The new group will be renamed and associated with the group.
  2. In the first group (your first school group), click Add Products. Click on a category. Check the checkbox next to each product you would like to add. Click Select. To view the 2022 Progress Learning pricing sheet, click here.
For Liftoff-only quotes, you must add a single subject along with Liftoff before saving your quote. Next to the single subject line item, you can add a 100% discount so that the customer is only charged for Liftoff.
  1. The End User NCES Student Count and End User NCES Level fields automatically populate according to NCES data. You may override these fields as necessary by using the End User Level Picker and End User Student Count Picker drop-down fields. Please note the pricing will update to reflect your adjustments.
  2. Click Save to save your quote.
  3. From the Quote record, click the Generate Document button.
  4. In the Generate Document screen, select the quote template: Progress Learning - Multi-Year Proposal.
  5. Click the Preview. Review the Proposal document and click the download icon to download the proposal to your computer. Click to close when complete. Click Save, to save the proposal to Salesforce.

Example of a Multi-Year Proposal:

Once the client signs off on the option they want, the AE or CSM should update the quote for the proper length and generate a pdf with the standard template they use today.

Edit the Quote

  1. Open the Opportunity record. Hover over Quotes in the Related List Quick Links section and click Edit Lines next to your quote.
  2. Update the Start and End Dates to reflect the proper length. Take a look at the screenshot below of a 2-year length.

  1. To add multi-year discounts, the easiest way is to enter the amount that you would like for the quote total to be in the Target Customer Amount field. The discount will be applied to your quote automatically. more about discounts here.
  1. Click Save to save your quote.
  2. From the Quote record, click the Generate Document button.
  3. In the Generate Document screen, select the quote template: Progress Learning - Terms.
  4. Click the Preview. Review the Quote document and click the download icon to download the Quote to your computer. Click to close when complete. Click Save, to save the Quote to Salesforce.
  5. On the Opportunity record, click the appropriate status and click Mark Stage as Complete. You can also use the Activity section to Log a Call, Create a task, and Email from Salesforce.
  6. As the opportunity progresses through the sales process, update the stage. Click on the new stage. Click “Mark as Current Stage”.

Video Training

How did we do?

How Do I Create a Lead Record?

How Do I Edit an Existing Quote?

Contact