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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, additional information needs to be added, or the proposal was rejected.

A common point of confusion is that once a proposal has been submitted, it can no longer be edited directly. If the proposal status is Pending or Rejected, you must create a revised version by cloning the proposal.

Fortunately, making updates is easy.

Revise a Draft Proposal

If your proposal is still in Draft status, you can edit any details directly in the proposal.

If your proposal is already in Pending or Rejected status, it cannot be edited. Instead, you must clone the proposal and send a revised version to the agency.

Check Proposal Status

If you are unable to update your proposal, check the proposal status.

Draft proposals can be edited.
Pending or Rejected proposals must be cloned and revised.

If a planner asks you to update or upload a new Proposal XML after rejection, you will need to clone the proposal and upload the XML to the revised proposal.

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.