Creating a Proposal

Proposal Custom Line Item Descriptions

Ad Sales Genius by default generates the line item description of products you sell on proposals. We realize this does not always meet the needs during the sales process. You can enable a custom line item descriptions that allow sales reps to override our default descriptions.

You can activate this under your Settings Panel. Click Settings > All Settings > General Settings to get to this view.

After activation, you will see the Custom Line Item Field when adding line items to the proposal.