Quick Proposal
Quick Proposal answers an inquiry with a priced proposal file. You pick the inventory, CS Deals prices it from your price lists, and you download the file in your own template or as a standard spreadsheet.
How the wizard works
The Quick Proposal button is on the Deals list page, for employees who can view deals. The wizard follows 3 steps:
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Select a proposal type — choose one or more of your organization’s proposal types. Each type opens in its own tab, and tabs can be worked on independently. One Period applies to all tabs.
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Select inventory — filter and select displays or directory items in the inventory picker. The bar under the table shows how many items are selected, their total cost, any qualifying volume discount, a Discount field for your own discount, and the total. The same pricing used by proposals in a deal calculates these values.
The picker is the same as in Add inventory of a proposal: it has the map, nearby places and saved filters. For the digital proposal type, set Duration and Frequency in the filter pane; displays are priced once both are set.
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Choose a format and download — pick one of the proposal type’s templates and one of the formats it offers, or download the standard XLSX when the type has no template.
Templates and downloads are offered to employees who can export proposals. Otherwise the wizard names the cause: either the license does not include exporting this record, or you do not have permission to export it.
When several proposal types are selected, the last step also shows the item count and the total across all types.
Availability
For digital and printed proposal types, Quick Proposal leaves out the displays that are fully booked for the chosen period, and the strip above the table reads Available only. It lists every other display without an occupancy figure, including partly booked displays and displays held by a Reserved deal. To see what is still free before you quote, use the saturation view.
Combined multi-type export
When multiple proposal types are selected, you can download a single combined XLSX file. Each proposal type becomes a separate sheet within the workbook. The combined file uses the standard sheet layout, whatever templates the types have.
The shareable map link
The standard XLSX and the combined XLSX include a link to a public map page showing the selected displays. The link is in the first row of each sheet. Files made from a template carry no map link, and neither do directory proposal types.
The map link has the following characteristics:
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It does not require an account — anyone with the link can view it.
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It expires on its own after a set period, and an expired link asks the recipient to request an updated one.
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It shows only the name, address, format, and installation kind of each display.
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It does not show prices or discounts.
Sharing inventory publicly covers the map link and the other public links.