In Broadsign Direct, use the Proposal Builder to create proposals to send to your clients. This page describes the parts of the Proposal Builder.
Note: Though the main task of Sales, all other roles in Broadsign Direct can create proposals. See User Privileges by Role.
Note: Many of the details that you enter into the Proposal Builder (e.g., the proposal name) will appear in the list on the Proposals page.
Tip: If you are using the Broadsign Direct Plugin for Salesforce, see Create a Proposal in the Salesforce Plugin for information on how to create a proposal from Salesforce.
|Summary Bar||Provides high-level details of your proposal|
|Proposal Name and Client Info||Allows you to name the proposal and enter information about your client. If you have the Sales Coordinator, Manager, or Admin role, you can also assign the current proposal to a user with the Sales role.|
|Packages and Screens||
Lists packages and screens that you have added to the Proposal Builder. This section allows you to do the following:
Allows you to view the price associated with your selection.
|Proposal Description and Picture Uploader||Allows you to add a proposal description and upload a picture.|
|Proposal Builder Buttons||Allows you to perform actions such as hold a proposal or submit it for booking.|