About Proposals

Broadsign Direct is all about creating proposals and selling screen inventory. The Proposal Builder helps you do this.

On this page, we describe how to perform a few proposal-related tasks:

Proposal PDFs can include your terms and conditions and graphics, e.g., logo or images of screens. To configure these details, see Submit your Company Information to Broadsign.

For detailed, step-by-step tutorials about creating proposals see Inbound RFP Tutorial.

Tip: If you are a Salesforce user, you can also use the Broadsign Direct Salesforce plugin to streamline your lead-to-cash workflow. See Broadsign Direct Salesforce Plugin.

Note: Though the main task of Sales, all other roles in Broadsign Direct can create proposals. See User Privileges by Role.