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:
- Log into Bionic for Ad Sales
- Go to the Proposal you wish to clone
- Click the Clone button
- Give the new proposal a name
- Click the Clone button in the pop-up
- You can now make any changes to match the planner's requests
Submitting Changes
Once you have made the changes to the cloned proposal, you will need to submit it:
- Click on the Overview tab
- Put in any reasoning behind your edits
- Click Submit Proposal
- The "Status" will now say "Pending"
