Quick Setup: Installing Proposal Pack Wizard for SalesForce.com Step‑by‑Step

1. Trigger: Opportunity.StageName changes to “Proposal”.
2. Action: Create Proposal record and populate fields.
3. Action: Call Proposal Pack Wizard’s Apex/REST entry point to render the document.
4. Action: Email generated PDF to Opportunity.Owner and primary Contact.

Step 8 — Test end‑to‑end

1. In sandbox, create a test Account, Contact, Opportunity, and add sample Products.
2. Use the “Generate Proposal” action to produce a draft.
3. Verify:
   • Merge fields pull correct values.
   • Table formatting, page breaks, and images render properly.
   • Calculations for subtotals, taxes, and totals are correct.
   • PDF output looks as expected across different viewers.
4. Test automated sending and document storage (e.g., as Files or Attachments on Opportunity).

Step 9 — Train users and deploy to production

1. Create a short user guide and a 20–30 minute walkthrough video showing the common workflow (generate, edit, send).
2. Provide shortcut Quick Actions on Opportunity and templates for standard proposal types.
3. Once validated in sandbox, install or change package visibility in production and repeat permission and automation configurations.
4. Monitor initial use and gather feedback for template or process tweaks.

Troubleshooting common issues

• Proposal fails to generate or PDF is blank:
  • Confirm Apex classes and Visualforce pages were deployed and activated.
  • Check field mappings for null reference errors.
• Images not showing in PDF:
  • Use static resources or ensure images are accessible (not blocked by access controls).
• Calculations off or formatting wrong:
  • Verify currency and locale settings on user profiles and org default.
• Permission errors:
  • Revisit Permission Sets and object permissions; enable API access if needed.

Security and compliance tips

• Limit install visibility during testing; grant package permissions only to admins initially.
• Store sensitive pricing or contract terms in fields with restricted access; use Salesforce Shield or field‑level security if you need stricter controls.
• Audit generated documents by saving them as Files and enabling feed tracking on Proposal objects.

Wrap up

Following these steps will get Proposal Pack Wizard installed, configured, and working within your Salesforce org. Start in a sandbox, map fields carefully, test thoroughly, and automate common actions to accelerate proposal turnaround. If you need a checklist exported as a PDF or a sample Flow/Process Builder configuration, tell me which to produce next.