Creating a Proposal and Adding Products

How to Create a Proposal and Add Products

1. Start a New Proposal
   Click on “CREATE NEW…”

2. Choose Proposal Type
   Select “Proposal” from the dropdown.

3. Create a New Proposal
   Click “CREATE NEW PROPOSAL.”

4. Select or Create Advertiser

   • Use the dropdown to search for an existing advertiser.

   • If it doesn't exist, continue typing and click “Create New” when the option appears.

5. Update Advertiser Info (If Applicable)

   • If the advertiser already exists, you can update their industry and website fields.

6. Set Campaign Dates
   Choose the start and end dates for the proposal.

7. Proceed to Next Step
   Click “NEXT.”

8. Add Products

   • Click the “Product Class” field.

   • Then click the “Product” field to select a product.

9. Adjust Retail Budget (Optional)

   • The retail budget auto-populates based on product minimums.

   • You can manually override this if needed.

10. View Budget Totals

• Totals across all products will display at the bottom of the page.

1. Add More Products
   Click “ADD PRODUCT” to include additional line items.

2. Remove Products (If Needed)
   Click the trashcan icon next to any product to delete it.

In the proposal path, users can create a proposal and add in multiple products which then convert to line items on a sold order. The proposal path will automatically recommend a budget based on the minimums associated with the products and the rate among the date range the proposal is running. 

Example types of minimums are:

• Minimum number of impressions, views, or spending within a certain period
• The minimum number of days a product is required to run

For example, if a product has a 40,000/30 day impression minimum, it will look at the dates it is running, and automatically allocate 40,000 impressions for every 30 days.