If you're using our ClientPoint managed app from the Salesforce Marketplace, a custom object called "Paperless_Proposal__c" is created in Salesforce, we'll refer to it as your "proposal object".
For every ClientPoint created from an Opportunity, a proposal object is automatically created in Salesforce. To create a report to list all the proposal objects created click here.
A proposal object contains the following information:
- Proposal Name
- Date Created (MM/dd/yyyy hh:mm)
- Date Sent (MM/dd/yyyy hh:mm)
- Status (e.g. The View Status in ClientPoint: unsent, sent, viewed, downloaded, hand delivered, and signed.)
- Hand Delivered (checkbox)
- Last Viewed (MM/dd/yyyy hh:mm)
- Opportunity
- Created By
- Last Modified (MM/dd/yyyy hh:mm)
The following fields are updated in real time as the information is updated in ClientPoint:
- Status
- Hand Delivered
- Last Viewed
- Last Modified