Contracts are the foundation of how you sell, organize, and communicate your offerings inside MediaOS. From handling agency billing to adding discounts and fees, MediaOS Contracts are designed to provide full flexibility, professional presentation, and internal clarity—all while saving time and reducing friction.
Building Contracts with Agencies #
When working with an account represented by an agency, MediaOS makes it easy to reflect that relationship directly in your contract. To include an agency, create or edit the contract as usual and navigate to the Billing tab. Use the Agency dropdown to designate the appropriate agency, and the Sold To Email, Address, and Billing fields will automatically populate with that agency’s information. This ensures your contracts remain organized and that billing is accurate, keeping all relevant parties informed.
Custom Line Item Descriptions #
By default, MediaOS auto-generates line item descriptions for proposals, but sometimes a personal touch or added clarity is what helps close the deal. That’s where Custom Line Item Descriptions come in.
Note: This feature must be enabled by an Administrator before it can be used.
To turn it on, click your profile avatar in the bottom-left corner, then go to System Settings > General Settings, scroll to the Contracts section, and toggle Custom Line Item Descriptions to ON. Once enabled, you can edit a contract or proposal, select a line item, click Add Custom Description, enter your tailored copy, and click Save. This added flexibility allows reps to align contracts more closely with their sales conversations and keep everything polished and on message.
Contract Line Items: Add Fees or Discounts #
Need to include setup fees, discounts, or custom charges in a contract? Contract Line Items let you apply any additional costs or savings directly within the contract, helping you prevent pricing errors, improve transparency with advertisers, and simplify accounting and invoicing—all in one place.
How to Apply Contract Line Items #
To apply contract line items, begin by creating a new contract and filling out the necessary fields such as Issue, Unit, and Section. On the right-hand side, click the Add Fees/Discounts tab, then select a line item from the dropdown menu. Click your selected line item, enter its cost, and click the orange Add One Item tab. Your custom charge or discount will then appear directly within the contract.
Tip: You can create line items for third-party expenses like photography, design fees, or special production costs. It’s a great way to itemize added value for your clients.
How to Create New Contract Line Item Types #
To create a new contract line item type, click your profile picture and navigate to System Settings. Under the Sales category, select Contract Line Items, then click + Add Line Item Type. Enter a name for your item and choose the corresponding QuickBooks Item from the dropdown menu. Click Save, and the new item will become available to all sales reps when building contracts.
Using Media Kits in Contracts #
Media Kits promote your offerings while giving clients a polished overview of what makes your brand unique. When added to contracts, they streamline client onboarding and communication.
How to Create a Media Kit #
To create a media kit, start from the Accounts page and select a contract. Click the Edit button to open the contract edit screen, then navigate to the Media Kits tab at the top. Click New to begin building your media kit, and customize it just as you would when creating a new template.
How to View and Manage Media Kits #
To view and manage media kits, start by checking the box next to the kit you want to preview—a native preview will load automatically. If you’d like to download a PDF version, use the download option to the right of the preview. To edit, rename, duplicate, or archive a media kit, click the three-dot menu in the top right corner of the Media Kit section.
This system allows you to keep sales materials consistent, polished, and readily accessible when closing contracts.
