Start programmatic proposals
Negotiate programmatic proposals
This article helps you understand negotiation for an Ad Manager programmatic proposal. We'll cover the following topics:
|Negotiation is similar for Sales Management publishers with a few important differences. See section below for details.|
If you talked with a buyer about a campaign, you can start a proposal in Ad Manager to begin negotiation. Alternatively, buyers can initiate proposals from Marketplace and send them to your Ad Manager network. Negotiation is the same whether you or the buyer start a proposal. Both you and the buyer can modify and send the proposal back and forth until you're both satisfied with the details.
When you're ready to finalize, send a request for acceptance. A request for acceptance means you are ready to close the deal. Once the buyer accepts, the proposal is sold and finalized—Ad Manager creates corresponding orders and line items for delivery. Request acceptance only if you're certain that the details of proposal are acceptable to you.
Proposals and proposal line items are used for the purpose of negotiating and finalizing a campaign. Order and line items are used for the purpose of delivery of a campaign. Only when both you and the buyer accept the terms in a proposal does Ad Manager create or update its corresponding order and line items. View and illustration.
Before a proposal is finalized, you have a couple of options:
- While negotiating, you can reserve inventory at any time. You might want to reserve inventory if you're still negotiating details but want to ensure the specific inventory the buyer wants is secured. If you don't reserve, Ad Manager reserves inventory when the buyer accepts the proposal.
- At any time during negotiation, or after you've sent a request for acceptance but the buyer has not yet accepted, you can also choose to terminate negotiation. You cannot terminate negotiation on a proposal that is finalized.
After a proposal is finalized, you have a couple of other options:
- Make additional changes. Some changes trigger renegotiation, while others can simply be pushed to the delivery order or line items. Learn more in Renegotiate or change sold proposals.
- Pause or resume delivery. Learn more in Pause and resume programmatic proposals.
Every proposal goes through three phases:
|In review||Buyer acceptance||Finalized|
You can monitor these phases using a progress bar at the top at of every proposal.
- In review: The proposal is under negotiation between you and the buyer. Changes are still being made and details haven't yet been fully agreed.
- Buyer acceptance: You've reached agreement. Only you can send a request for acceptance to the buyer, and only the buyer can accept your formal offer.
- Finalized: The buyer has accepted your formal offer and the proposal is considered sold.
= Seller (you) = Buyer
You and the buyer negotiate terms of the proposal.
Action: Send for review.
You are ready to make a formal offer and close the deal.
Action: Request acceptance.
Buyer accepts and the proposal is sold.
Ad Manager reserves inventory and creates a corresponding order and line items.
As you negotiate, there could be multiple versions of a proposal. Ad Manager assists you by highlighting new values and showing previous values in strikeout text. Learn more in Manage proposal versions.
A Discard draft option is available after you send a proposal to the buyer for the first time and you are actively negotiating. This option reverts the proposal to the last version sent by the buyer or the last finalized version. Learn more in Manage proposal versions.
A request for acceptance is a formal offer and can only ever originate from you, the seller. Even if the buyer initiates the proposal, only you can initiate a formal offer. When you request acceptance, the buyer is the only party who can formally accept.
Request acceptance only if the details of proposal are acceptable and you're ready to close the deal. Once accepted, the proposal is sold and Ad Manager duplicates the settings and targeting from the proposal and its proposal line items into a corresponding order and line items for delivery.
When you request acceptance, the buyer has the option to propose more changes instead of accepting. The request for acceptance is withdrawn in the case, and the buyer can only send the proposal back to you for your review.
If you've sent a request for acceptance, but the buyer has not yet accepted, you can also retract a proposal. When you do so, the request for acceptance is withdrawn and the buyer can no longer accept. You and the buyer can then continue to negotiate terms.
To retract a proposal:
- Navigate to the proposal you want to retract.
Go to Sales My proposals (or All proposals). You can also check under the Action required page for proposals awaiting buyers to accept.
- Click the name of the proposal to go to its details.
- Click Retract.
If you want to send a proposal to a buyer but aren't ready to close the deal, you can send for review. When you send for review, the buyer cannot accept the proposal. The buyer can only respond with changes or a message.
- Find Send for review by clicking the drop-down (▼) next to Request acceptance.
You have a couple of options after sending for review:
- If you decide the version sent for review is acceptable and ready to close, you can click Request acceptance directly from the proposal. Ad Manager updates the proposal on the buyer's side, where it can be accepted or more changes proposed.
- If you want to make more changes to the version sent for review, click Edit at the top of the proposal. Make changes and send the new version for review or request acceptance. Ad Manager overwrites the previous version sent. Learn more on how to manage proposal version.
Otherwise, you can wait for the buyer to respond.
| Sales Management
Negotiation is nearly the same for networks using Sales Management. You can start a proposal to begin negotiation, or a buyer can initiate a proposal and send it to your network. When details are agreed, you send a request for acceptance.
Here are some important differences:
Since there's no Send for review option, there is no "In review" phase for programmatic proposals under Sales Management. Like other proposals in your network, a proposal is simply in "Draft" until it's ready to be submitted to workflow.
When a proposal passes through workflow, its status is "Request acceptance needed": the proposal has not yet been sent to the buyer to close the deal. You must explicitly request acceptance after proposal passes through workflow. Once the buyer accepts, the proposal is finalized and Ad Manager creates a corresponding order and line items for delivery.
You can monitor phases, including progression through a workflow, using the progress bar at the top of programmatic proposals.Detailed description of phases for programmatic proposals in Sales Management