Marketing Agency ERP for Campaigns and Billing

List the messaging workshop, twelve social assets and launch-page copy in the campaign proposal. Specific quantities give the account manager a commercial reference when Orchard Lane requests another format or an extra round of creative work. Open Details to inspect quantities, units, prices, discounts and totals before using the quotation’s action bar.

Prepare the campaign proposal’s client link with the agreed document language and expiry date. Turn on a signature request when required by the agency’s commercial process, so the brand contact can review the scoped deliverables before responding. Review these Share settings before opening the customer-facing proposal link.

The account lead confirms the messages, the creative reviewer reviews the first six assets and the production coordinator prepares final files. The task board makes those handovers visible to the account team, with each colleague responsible for updating the work they actually perform. Open Task Details to check the assignee, priority and due date, then update its status on the board.

Prepare campaign progress invoices against the 40%, 40% and 20% billing plan. The first creative-delivery stage has its own description and amount, helping the agency explain which part of the agreed campaign fee is being requested. Inspect milestone ID, description, work package and amount in the Progress Billing Invoice.