Creating a Quote/Contract
From the Advertiser record, click on the red dollar sign icon. This will open the Contract details page for you to begin building your Quote/Contract.
Learn more: Contract Overview
Building your quote/contract: Contract Type will default to Radio or TV (You can choose additional contract types, if other than radio or TV), Advertiser information will automatically be populated into the contract.
- Add Contract Description - Add a description to identify the type of contract i.e. "Sports Package".
- If the Advertiser uses an Agency (make sure the agency the advertiser uses is selected on the advertiser record), the Agency information and commission rate will prepopulate on the order, (make sure you note the commission rate on the agency record).
- Choose Schedule type: None, Basic, or Detailed (Detailed allows you to create a Broadcast Schedule at the bottom of the contract)
- Choose Package: No package, weekly, monthly, fixed, or variable.
- Payment Type: Cash, Trade, Both (With traffic integration enabled, you will not be able to choose Both)
- Price per period: (week, month)
- Enter Run dates: Start and End Dates - The end date will be calculated automatically when using a weekly or monthly contract.
- Attach Files/Links: (ex: once the advertiser has signed, you can send PDF and any attached files and/or links to the advertiser or agency)
- Enter Contract Notes: (NOT visible to client)
- Enter Billing Notes: (visible to client)
- Enter Estimate number: (if provided)
- If a Coop, check yes, which will open a spot for you to enter the Co-Advertisers name
- If an Affidavit is required, check yes to alert billing that this document is required
- Enter forecast close date and probability of closing
- Enter any schedule notes and special terms for contract
- Add Schedule Segment and NTR Segment (building your broadcast schedule / NTR schedule)
- Save Contract
*Note: You have the ability to create a template from a schedule that you frequently use, to be used for multiple clients. Press on the create template button at the bottom right of the screen to create. The template will be created and available to users within the select a template drop-down list when creating a new contract.