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How To Create Package Templates Within An RFP

Written by AQ Help Desk

Overview

The Package Template Creation Flow allows media owners to create reusable packages when responding to an RFP. Packages can be built from scratch or from existing templates, and newly created packages can be saved for future use.

How to Access Package Creation

  1. Navigate to the Ad Inventory section within the RFP flow

  2. Click the Package button

  3. Choose one of the following options:

    • Add from Template

    • Create Package

How to Create a New Package

  1. Select Create Package

  2. Complete all required fields (marked with a star), including:

    • Dates

    • Name

    • Description

    • Rationale

  3. Enter:

    • Price for the duration

    • Impressions for the duration

  4. Select a Market

    • Latitude and longitude will auto-populate based on the selected market

    • Coordinates can be adjusted if needed

  5. Click Continue

How to Configure Units

You have two options depending on unit availability:

Option 1: Specific Units Unknown

  1. Enable Provide Specific Units

  2. This will grey out the unit section

  3. Proceed without defining exact units

Option 2: Define Units Manually

  1. Select a Media Type and Subtype (e.g., D6 under Retail or Venues)

  2. Add:

    • Unit count

    • Dimensions (width and height)

  3. For digital units, include:

    • Total number of spots

    • Spot length

How to Add Assets

  1. Upload Photos of the package

  2. Upload Spec Sheets

    • Multiple files can be added if needed

How to Review and Save as Template

  1. In the Review step, confirm all package details

  2. (Optional) Select Save Package as New Template

  3. Click Create Package

What Happens After Creating a Package

  • The package is added to the Ad Inventory section of the RFP

  • All entered data carries over to:

    • Unit Details

    • Upload Images

    • Upload Specs and Attachments

How to Use a Package Template

  1. Click Add from Template

  2. Select a previously created template

  3. Review and edit details as needed

Important

  • Packages created from templates cannot be re-saved as new templates

  • The Packages section displays created packages, not templates

  • Editing a package will update the version shown in the Ad Inventory section

  • Uploaded images and spec sheets will automatically carry over into later RFP steps

Final Step

  1. Complete the remaining RFP steps:

    • Unit Details

    • Upload Images

    • Upload Specs and Attachments

  2. Select Save, Continue, and Submit as normal
    ​

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