Proposal PDF

In Broadsign Direct, the proposal PDF is the document you send to your clients. Whether responding to a Request for Proposal (see Inbound RFP Tutorial) or prospecting for business, your proposal PDF is your client-facing tool.

Note: The proposal PDF will not include preemptible proposal line items. See About Preemptible Proposal Line Items for more details.

On this page, we will look at a few aspects of the proposal PDF:

  • How to generate the PDF and what details are required.
  • Review the parts of the PDF.

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