What is the proposal section?

Created by Juraj Šufliarsky, Modified on Mon, 14 Aug 2023 at 06:35 AM by Alexandra Gallisová

The Proposals section serves as a hub for creating budget proposals, editing default positions or creating rate cards.

1) Proposals

In this tab you can find list of all created budget proposals or templates. After creating a new project, Allfred will automatically offer you budget proposals to assign to the project that have the same brand as created project. 

While budgeting you can use different sections like agency work, external production, and media budget. Moreover, you can apply discounts, commissions, and set quantities for external costs. The option to convert budgets into foreign currencies is also available, making it easy to work with different currencies.

2) Positions

In the Positions, tab you can find the list of agency positions and their hourly rates for your clients. When you mark positions as default they will be automatically used when creating new budget proposal.

3) Positions sets

Here you can find the list of created Positions sets of Rate cards for particular clients. If you have contracted specific hourly rates or commissions with clients for media pricing or other external expenses, you can create a rate card or a position set. For each client, you can create multiple position sets.

The one designated as "Active" will be automatically selected when drafting a new budget for that client. However, you can easily switch between different position sets while creating a budget.

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