Broadsign Direct is all about creating proposals and selling screen inventory. Our proposal builder helps you do this.
On this page, we describe how to perform a few proposal-related tasks:
- Access the Proposal Builder: In Broadsign Direct, you can access the builder in a number of different ways.
- Build a Proposal: We describe the sections of the builder.
- Edit a Proposal: We describe how to edit an existing proposal.
- Download a Proposal: Download proposal PDFs to send to clients.
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.
Note: Though the main task of Sales, all other roles in Broadsign Direct can create proposals. See User Privileges by Role.
There are a number of ways to access the proposal builder and edit existing proposals. This page provides an overview of the different paths into the builder.
To create a proposal, you need to open the proposal builder (see Proposal Builder). We understand that proposal building can be a part of a few different work flows. We designed Broadsign Direct such that you can access the proposal builder from any of its four main pages (see Interface).
Access the proposal builder in one of the following ways:
Go to the Dashboard page. In the Last Updated Proposals widget, select New Proposal. (See Dashboard Page.)
Go to the Dashboard page. In the Most Popular Packages widget, use the mouse to point to a package. The Create new proposal from this package icon appears. Click it. (See Dashboard Page.)
Go to the Proposals page. From the Proposal Status Menu, select New Proposal. (See Proposals Page.)
Go to the Packages page. Using the mouse, point to a package to make the "Create new proposal from package selection" icon appear. Click the icon. (See Packages Page.)
Note: If you open the proposal builder from a package, the screens in the package will appear in the builder automatically.
Go to the Inventory page. In the Summary Panel on the right, click Proposal. (See Digital Inventory Page.)
Note: If you open the proposal builder from the Inventory page, screens you have selected from the inventory list will appear in the builder automatically.
Next, we will review the information you can enter to build a proposal.
Once you have opened the proposal builder, you can enter some details to add a proposal to your network. In order to save the proposal, at a minimum you need to enter a name.
To build a proposal
- Using one of the methods in Access the Proposal Builder (above), open the proposal builder.
Enter a name for the proposal (required before you can save it). Then, enter your client's information. See Proposal Name and Client Info.
Select your packages or individual screens. See Packages and Screens.
Configure the ad flight selector. See Proposal Builder.
Upload a picture that will appear in your proposal PDF (sometimes called the "hero shot"). See Description and Picture Uploader.
- Add a proposal description (that will appear in the proposal PDF).
- Enter a price for the proposal (you can use the suggested price, based on your rate cards, as a guide).
Finally, select one of the following options:
- Save: Saves the proposal. Considered an "explicit" save of your changes.
- Cancel: Cancels your changes. Broadsign Direct will remove any changes you made since the last "explicit" save.
- Book: Submits your proposal to your scheduling team for booking.
Next, we will review how to edit an existing proposal.
In Broadsign Direct, you can only edit a proposal that is In progress. Proposals that are In progress can be of two types:
- Draft: You have opened the proposal, but have yet to "explicitly" save it (i.e., clicked the Save button).
- Saved: You have "explicitly" saved the proposal at least once (i.e., clicked the Save button).
For more information, see The Proposal Status Menu.
Note: If you have already booked your proposal and want to edit it further, contact your scheduling team.
To edit a proposal, use one of the following methods:
The proposal PDF is the document you send to your clients. Whether responding to an RFP (Request for Proposal) or prospecting for business, your proposal PDF is your client-facing tool.
For an overview of the proposal PDF, see Proposal PDF.
Note: Most of the information that appears on the proposal PDF comes from information you enter in the Proposal Builder. For more information, see Proposal Builder.
To generate the proposal PDF, open the proposal builder. In the top-right corner, click Download.
See the image below for details of the parts of the proposal PDF.