Proposal Builder

In Broadsign Direct, use the Proposal Builder to create proposals to send to your clients. This page describes the parts of the Proposal Builder.

For more information about proposals, see About Proposals. For a detailed, step-by-step tutorial about creating proposals, see Inbound RFP Tutorial.

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.

Section Description
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:

  • Select category exclusions for screens and packages
  • Select packages to include in the proposal
  • Select digital screens to include in the proposal
  • Select static faces to include in the proposal
  • Set a proposal line item as being preemptible
  • Perform actions such as amending, cloning, or deleting screens and packages
Proposal Price

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.