MediaOS by default generates the line item descriptions of products you sell on proposals. We realize this does not always meet the needs during the sales process. You can enable a custom line item description that allows sales reps to override our default descriptions.

Enabling Custom Line Item Descriptions

Note: The following steps are only available to Administrators. If you are not an Administrator, proceed to step 5.

1. Select your profile avatar in the bottom left-hand corner of the screen.
2. Click System Settings from the dropdown.
3. Click General Settings.
4. Scroll to the Contracts sections and toggle the Custom Line Item Descriptions setting on.
5. After activation, you will see the Custom Line Item Field when adding line items to the proposal.
6. Select a Line Item on a contract or proposal and click Add Custom Description.
7. Fill out the field and hit save. The line item on this proposal will now display the custom description you provided.