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How To Create A Proposal In AdQuick Sales Cloud

Building a proposal in three steps — proposal details, selecting inventory on the map with the Draw Tool, then pricing and finalizing.

Written by Zachary Cuva

Proposals are built from the Campaigns page in three steps: enter the proposal details, select your inventory, then finalize pricing and submit.


Getting Started

  1. From the navigation bar, go to Campaigns.

  2. Click New Campaign.


Adding A New Advertiser

If the advertiser does not exist yet:

  1. Click Add New Advertiser.

  2. Type the advertiser's name.

  3. Click Create Advertiser.

The advertiser then appears in the dropdown for selection.


Step 1: Proposal Details

Field

What to enter

Name

Something unique and specific to this campaign.

Start Date

Click the field to open the calendar. Use the arrows to move between months, then select your date.

End Date

Use the duration shortcuts to autofill, or select manually from the calendar.

Salesperson

Select from the dropdown.

Budget

The campaign budget.

Client Logo

Upload the client's logo for the proposal.

Zip Codes

Optional. Highlights specific areas on the map.

*Note: The budget is not shown to the customer unless you toggle it on.

Click Next to continue.


Step 2: Select Inventory

Your available inventory is displayed automatically, filtered by the campaign dates you entered.

  1. Use the filters to narrow down to the right inventory for the brief.

  2. Click the Draw Tool.

  3. On the map, click to start selecting a group of inventory.

  4. Click again to complete your polygon selection.

  5. Click Add to Campaign.

  6. Click Review Campaign.

*Note: To skip this step and add inventory later, click Continue with No Billboards.


Step 3: Finalize And Submit

On the final step you can:

  • Adjust Pricing

  • Add or edit Notes

  • Update Dates

Click Finish to view your finalized proposal. It then appears in your Campaigns dashboard, ready for review or submission.

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