Quote ID
Unique reference number for tracking across sales, finance, and legal systems.
A well-prepared TV quote reduces ambiguity, speeds approvals, and creates an auditable record of the offer. Clear pricing, defined deliverables, and explicit payment and cancellation terms limit disputes and enable faster transition from proposal to insertion order or contract.
Multiple stakeholders prepare, send, and approve TV quotes across sales, creative, finance, and client teams.
Each signer should confirm both commercial terms and technical delivery details before converting the quote into an insertion order or contract.
Unique reference number for tracking across sales, finance, and legal systems.
Clear description of ad placement, spot lengths, program or daypart, and any production services included.
Insertion window and production deadlines, including delivery milestones for creative assets.
Gross and net pricing, discounts, agency commission treatment, and any applicable taxes or surcharges.
Due dates, accepted payment methods, late fees, and invoicing instructions.
Cancellation policy, makegood provisions, attribution requirements, and rights for reuse or syndication.
| Field | Configuration |
|---|---|
| Approver Roles | Define sequence and conditional approvals for sales, legal, and finance. |
| Required Fields | Mark legal name, payment terms, and dates as mandatory to prevent incomplete submissions. |
| Authentication | Choose email, SMS code, or stronger ID verification per risk appetite. |
| Audit Trail | Enable timestamping and activity logs for recordkeeping and dispute resolution. |
Use an eSignature platform that supports secure signing, authentication, and retrievable audit trails for legal enforceability.
Ensure the chosen platform meets any industry compliance needs (for example, HIPAA for health-related ad content) and retains records in an auditable format.
Commonly 14–30 days; defines when proposed rates and inventory remain available.
Standard spots often require 7–30 days lead time before air date.
Final assets typically due 48–72 hours before first run, depending on broadcaster.
Net 30 or earlier; late payment fees may apply per agreement.
30-day notice frequently required; short-notice cancellations may forfeit fees.
Export the signed quote as a flattened PDF/A for long-term archival and to preserve the audit trail and visible signatures.
Provide an editable DOCX copy when further contract editing is expected before finalization; ensure version control.
Attach insertion orders, creative specs, technical delivery requirements, and invoices so all operational details travel with the signed quote.
Store with indexed metadata (client, campaign, quote ID, dates) for easy retrieval during audits or reconciliation.
The interface is simple and easy-to-use for our team; more importantly, it is just as easy for our customers.
I can process and execute all of these documents online with 100% compliance and built-in security.