Creating a Proposal and Adding Products

This is a high-level workflow on how to create a proposal and add advertising products to the proposal

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.