Proposal

Seller: How do I create a proposal from Proposal Management?

Page Contents:​ How do I create a proposal from Proposal Management?​ Create Proposal - Step 1: General information​ Create Proposal - Step 2: Inventory Information Create Proposal - Step 3: Slides, Terms and A...

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Seller: How do I issue a proposal?

There are two ways to issue a proposal. Option 1) Issue to Client - This will issue your proposal through the system and will send an email notification to the client. ​ Enter the client's email address ...

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Seller: How do I create a proposal template (Template Management)?

Page Contents: What is Template Management? How do I access Proposal Template Management? Proposal Template Management Functions​ How do I create a new template? What is Proposal Template Management?​ Template...

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Seller: How do I add TAB related data to my proposal?

As a TAB user you have the ability to include TAB data and relevant TAB calculations in your proposal grid. To do this, you can create a custom template with those TAB columns included from Proposal Template M...

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Seller: How do I add a client to a proposal?

On the Create Proposal - Step 1: General Information page, click the blue plus sign next to the Client drop-down menu. Fill out the following information in each corresponding text box: Name - Type the name ...

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Seller: How do I create a proposal from my inventory?

To create a proposal from your inventory, hover over the 'Media Profiles' menu in the white navigation bar across the top of DOmedia's homepage, and then click 'Inventory' in the drop-down menu. Under “Di...

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Seller: How do I create and add slides to a proposal (Slide Management)?

What is a slide? A slide is a piece of a proposal that showcases in one sheet something about the media you are proposing. It could be a slide from a PowerPoint, a One Sheet, marketing collateral, etc. A slide ...

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Seller: What is a proposal package? How do I create one from my inventory or through Package Management?

Page Contents: What are proposal packages? How do I create a proposal package? What are proposal packages? A proposal package is two or more pieces of saved inventory and can be added to a proposal during Crea...

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Seller: How do I manage my clients (Proposal Client Management)?

Page Contents: What is Proposal Client Management? How do I access Proposal Client Management? Proposal Client Management Functions​ What is Proposal Client Management? Proposal Client Management is DOmedia's ...

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Seller: How do I use Campaign Management? How do I create a new campaign?

Page Contents: What is Campaign Management? When would I use Campaign Management? How do I use Campaign Management? How do I add a new campaign? What is Campaign Management? Campaign Management is a tool that ...

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