A Guide to Building and Saving Marketing Quotes (new)

This guide provides a step-by-step process for creating, managing, and saving marketing quotes.

How do I create a Marketing Quote?

You can build a quote by adding products from your library.

To create your quote:

1. Open a campaign from your dashboard.
2. Go to the ‘Pitch’ tab and click the pencil icon to edit your proposal.
3. Navigate to the ‘Marketing Quote’ section.
4. Give your quote a name at the top (e.g., Bronze Package).
5. Go to the ‘Products’ tab on the left.
6. Click to add items to your quote. They will appear on the right.

How do I add a new product to my library?

Before building a quote, you need to have products in your library.

To add a new product:

1. In the ‘Products’ tab, click to create a new product.
2. Choose a category (e.g., Internet Portals).
3. Enter the product name and price.
4. Choose where to save it: for the campaign, yourself (agent), or the entire office (Admins only).
5. Click ‘Save’. The product will now be in your library.

How do I save a quote as a reusable preset?

If you use the same quote regularly, save it as a preset to save time.

To save a preset:

1. After building your quote, click ‘Save as Preset’.
2. Give the preset a name (e.g., Auction Campaign).
3. Choose to save it for yourself (agent) or the office (Admins only).
4. Click ‘Save’.

How do I add multiple quotes to a presentation?

You can offer clients different options by adding multiple quotes (e.g., Bronze, Silver, Gold).

To add another quote:

1. Click the plus icon next to your first quote's name.
2. Give the new quote a name (e.g., Silver Package).
3. Build the new quote by adding products or by dragging a saved preset into it.

Can I upload an external PDF as a quote?

Yes, you can upload a PDF file instead of building a quote within Pitch.

To upload a PDF:

1. Select the option to upload an external PDF.
2. Give the quote a name (e.g., Gold Package).
3. Enter the total quote amount.
4. Upload your PDF file.

Tip: You can control how your quote is displayed. Use the settings on the right to choose whether to show line-by-line pricing or only the final total.