August 2024 Updates

To provide overall clarity within a proposal and when signatures are added, we have added the client name onto the Campaign Overview page for Full Proposals. For any new proposals created, you will see the client name listed on the top right.

There is a new Client view available within P2P to give you a clear overview of activity within clients as well as proposals sent, pending, won, and lost. You can access this view by clicking into the Clients page on the lefthand menu and selecting a client.

Once in this view you can see the contacts and activities:

An overview of proposal engagement:

As well as a summary of proposals generated for the client:

Instead of needing to open up the Proposal Variables on the right-hand menu, you are now able to edit variables within the proposal pages. Variables you can edit in-line are highlighted in yellow. To edit, double click on the value and select “Update value”. Enter the new value, select the checkbox indicating you are aware this change won’t be saved elsewhere (like on your order in Reporting Zone), and click “Save & Close”.

If you create a proposal for an order and then edit that order into an IO, the proposal links will now carry over on your form for easy access after sale.

We have updated our workflows so that any revisions to a proposal, even if it is in Reporting Zone as an “Insertion Order” will update the proposal on P2P. Previously, only “Request for Proposal” orders in Reporting Zone would automatically sync to P2P.

New to your interactive Digital Media Planner link is an expandable top widget that shows your Target Audience and Target Geographic Targeting Area. Click on the downward arrow to expand.

The Download PDF button has also been moved up for better visibility.