1) COPY Quote/Contract: Learn more: Copy contract /create template from existing contract and copy a template
Copy an existing Contract and use for another advertiser
Make edits to a new copied Contract as needed
2) Quote/Contract Templates:
- Management can create custom quotes/contracts or “packages” for re-use by one or more Account Executives.
- Each Account Executive can create templates for their own use
Use a template for any advertiser
Customize a new contract template as needed
Create a template from an existing contract
Once a template is created, it appears in the dropdown list when creating a new contract.
*You can create a contract and then press on the "create template from this contract" and reuse for multiple advertisers.
To manage your templates, enter the template area from the left-hand side bar. Press on View Quote/Contract Templates. From within this area you have the ability to edit a template, copy a template. You can set end dates and decide if you want a template active or inactive.
