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During the final stage of a media campaign, when your customer accepts your proposal and ordered your campaign, you can create an order confirmation ready to be sent to your customer. The process of creating a order confirmation is the same as creating a proposal. But beforehand, you have to make a few changes to the media campaign's details.

Change Document Type

Double-click the document type in the media campaign's detail section. Then change the pick-list's values. Now continue like when you create a proposal: Click the Generate Document button to open the pdf. 


As a first step, click the Generate Document button. You find the button at the top and the bottom of the media campaign detail section.
An offer is addressed to the campaign's primary contact. To assign or change the primary contact, open the Contact Wizard 4.2.7 Contact Wizard and Account Lookups.

The Offer Preview

The layout for this offer is defined by 7.5.1 Configure your Proposal Layout and will follow the Quote / Invoice Preference Hierarchy.