Revise Proposals

Here's how to revise a Proposal in Bionic for Ad Sales.

It is not uncommon that the initial proposal you send the media planner will need to be revised, whether there was a typo, needing to add additional information, or if the initial proposal was rejected. Fortunately, making updates is easy.

Revise a Draft Proposal

For proposals in draft status, you can simply edit any details in the proposal. For Proposals that are in Pending or Rejected status you will use a Cloned Proposal to send a "Revised" version of the Proposal to the Agency. 

Clone a Proposal

The fastest option to making changes to an existing proposal that is pending or rejected is to clone it. To clone a proposal:

  1. Log into Bionic for Ad Sales
  2. Go to the Proposal you wish to clone
  3. Click the Clone button
  4. Give the new proposal a name
  5. Click the Clone button in the pop-up
  6. You can now make any changes to match the planner's requests

Screenshot of a Proposal that has been rejected. The "Clone" button has been highlighted. As it has been pushed, a dialog has popped up asking for a new name.

Screenshot of the cloned proposal in the overview tab.

Submitting Changes

Once you have made the changes to the cloned proposal, you will need to submit it:

  1. Click on the Overview tab
  2. Put in any reasoning behind your edits
  3. Click Submit Proposal
  4. The "Status" will now say "Pending"

Screenshot of the Overview Tab in a proposal with the Submit proposal highlighted.

Screenshot of the Proposals tab of an RFP. The "Pending" status is highlighted.