Proposal packages in MediaOS are a powerful way to simplify the sales process by grouping multiple line items into a single, bundled unit. This feature is a favorite among users and is considered a best practice for building repeatable, easy-to-understand proposals that save time and keep things organized.
To create a package, start by navigating to Sales from the left-hand menu, then click the Contracts tab to locate the proposal you want to work on. Click View next to the proposal, and then click Edit to open the contract editing window. You’ll now see the Add Products or Packages panel.
Begin by adding all the individual products you want included in your package. Enter the details for each line item as you normally would. Once you’ve added all necessary items, check the box next to each one that you want to include in the package. A +Package button will appear at the bottom—click it to start building your grouped set.
You’ll be prompted to enter a name for your package. After naming it, click Save Package on the right-hand side of the screen to finalize it. Once saved, your new package will be available for reuse in future proposals and can be found under the Packages tab within the Add Products or Packages panel.
Tip: You can control how much detail is shown to the client once your package is added to a proposal. To learn more about customizing proposal visibility, visit our article on formatting proposals.
With this feature, you can quickly insert bundled offerings into proposals, making your sales process faster, more consistent, and easier for clients to understand.
