1.1.7 Create a Proposal/Offer

After creating a Media Campaign and putting all the necessary data, you can generate a PDF proposal for your customer in a few clicks.

Open your Media Campaign

Open your Media Campaign from the app launcher.

Open

Select Contact Wizard from the drop-down menu on the right. A proposal is always addressed to the campaign's primary contact. To assign or change the primary contact, open the Contact Wizard.

The Contact Wizard

In the Contact Wizard, you can search for different types of Contacts using the search bar located in the top left. The search results will be displayed above your Media Campaign name. For example, Advertiser Contacts or Debtor Contacts can be searched and saved:

Open

Search for and add the necessary contact details for both your Quote Contact and Invoice Contact under your Assigned Contacts:

The Contact Wizard displays only those contacts assigned to referenced accounts. Use the checkboxes to add these contacts as general contacts to the media campaign.

You are able to assign one primary contact to:

• Advertiser

• Agency

• Beneficiary

• Debtor

• Intermediary

• Postal recipient
  
  
  

The Beneficiary Contact is your contact at the organization which benefits from the media campaign. You can also use this field to add another invoice recipient.

Click Save to copy these contacts to your media campaign.

Your copied and saved Contacts will be reflected in your Media Campaign Related list under the Campaign Contacts tab:

If you need additional details on Contact Wizard, please refer to this article.

The Proposal

To generate a Proposal from your Media Campaign, click Generate Document from the top right drop-down menu.

The proposal PDF preview includes a Close with attachment button that saves the file to the attachment-related list in your media campaign.

Proposal PDF Document

The proposal PDF document will be presented across multiple pages.

1. Close with attachment

Pressing the button Close with an attachment will save your Proposal PDF in your Media Campaign Related Under Notes and Attachments section:

2. Share with Clients

You can access PDF files from the Notes and Attachments section and you can share them with Share or Public link buttons on the top of the document

Share button

1. To share the PDF document, click on the Share button at the top of the screen.

2. A new window will appear where you can make the necessary adjustments. These include specifying who can access the document, setting an expiration date for the public link, and even adding a password to prevent unauthorized sharing or unsharing.

3. Once you have made all the necessary adjustments, click Done to finalize the sharing process.

Public link

You can create and copy the URL link of the PDF proposal by following these steps:

1. To create a public link for a file:

2. Click on the "Public link" option

3. In the new window, the system will ask alternatively if you wish to set an Expiration date and create a Password, and a button to Create link

4. A working public link will then be generated, you will be able to Copy Link

5. Keep in mind that the following warning message will be displayed during creation:

PDF without Change History

If you're using the Optimizer feature, you may want to view the proposal without any cancelled positions to see the current setup of a Campaign.

To do this, simply click the PDF without Change History button from the top right drop-down menu on the Media Campaign level.