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      How to use the Marketing Quote Builder in Sign

      Step-by-Step Guide to Using the Marketing Quote Builder in Sign

      Summary

      The new Marketing Quote Builder (MQB) in Sign brings the same flexibility and ease from Pitch right into your Agency Agreements. With MQB, your marketing quotes—complete with line items and office presets—automatically sync from Pitch to Sign, making the process faster and more consistent.

      Within your Agency Agreement, you can add, edit, or remove line items from the quote. You also have the option to upload a PDF instead.

      2024_Realtair_Sign_MQB online form

      Marketing Quote Builder in Agency Agreements (REINSW)

      Before you start

      • Availability: Currently available for offices using REI forms in NSW only.

      • Expansion: We’re working on making this available in other states.

      • Pilot Program: Interested in joining? Contact your Customer Success Manager to participate.

      Step by Step

      1. Create Your Proposal in Pitch: Start by building your proposal and marketing quote in Pitch as usual.

      2. Accept the Proposal and Start Your Agency Agreement: Follow the steps outlined here to create your Agency Agreement.

      3. Once in your Agency Agreement, you’ll see the familiar MQB layout from Pitch.

      4. You can then make edits to the quote

      5. Once you’re done with editing the marketing quote, click “Next” to continue with the rest of the Agency Agreement.

        2024_Realtair_Sign_Edit marketing quote

      Marketing Quote Builder in Sign

       

      Using the Marketing Quote Builder in Sign

      Syncing Quotes: All quotes created for the campaign in Pitch will carry over to Sign.

      • Note: If you have multiple quotes in Pitch, they will all display in Sign.

      • You are only allowed to submit 1 marketing quote in Sign, to delete extra quotes, click on “Delete Quote.”

       2024_Realtair_Sign_Delete quote

      Click “DeleteQuote” to remove quote

      Edit Your Quote: While setting up your Agreement, you can:

      • Add new product line items.

      2024_Realtair_Sign_Create product

      • Add additional product items to the existing quote

      2024_Realtair_Sign_Add additional product

      • Edit / Remove product line items.

      2024_Realtair_Sign_Add_remove product-1

      • Upload a PDF instead, if preferred.

      2024_Realtair_Sign_Upload PDF

      FAQ:

      1. Can I have more than one quote in Sign like in Pitch?
        No, only one marketing quote can be used in Sign when creating your Agency Agreement.

      2. Will vendor signature fields automatically be added?
        Yes, all vendors will have signature fields on page 1 of the marketing quote.

      3. If I edit my presets and product line items in Sign, will it sync back to Pitch?
        Yes, any changes made in Sign will sync back to Pitch.

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