Sending Proposals
Share a media plan with a colleague or client for review and approval.
Overview#
A proposal lets you share a media plan with a colleague or client before committing to buy. Proposals work like Google Docs — you share a link, and the recipient can view, comment, and approve directly.
This is the way to walk a stakeholder through a plan you've built with the AI planner against live supplier inventory. Once approved, you (or the recipient) convert it into a live campaign with one click.
What's in a proposal#
- Campaign name and dates — the campaign the plan is for
- Line items — every platform in the plan, with format, schedule, audience, and pricing (Book now or Planning rate type per line)
- Total investment — combined cost (with agency commission and "who pays" if set on the campaign)
- Notes / brief — any context you want the recipient to read first
Sending a proposal#
Open the plan you want to share
From the Plans page, open the plan. Click Share in the top right.
Choose sharing mode
- Anyone with the link (default) — anyone who has the URL can view the proposal and respond. No account needed to view.
- Restricted — only people you invite by email can view; they sign in to respond.
For restricted mode, add invitees one at a time using the row-based UI. Don't forget to click Add for each one.
Set who pays (optional)
By default the buyer pays. If this is for a client, switch "Who pays" to "Client pays". Agency commission is configured separately on the campaign details page.
Send the link
Copy the link or send via the email invitations panel. Recipients land on the proposal page where they can review, reply, and approve.
Proposals snapshot pricing at the moment they're created. If supplier rates change later, the proposal still reflects what you sent — recipients see exactly what you intended.
What recipients see#
- Full plan view — line items, schedule, pricing, and which lines are Book now vs. Planning
- Reply with comments — built-in conversation thread on the proposal
- Approve — converts the proposal into a campaign (subject to payment + Book now confirmation)
If the recipient is brand new to Tap, they can sign up via the link and land in a free Client account — read-only access to the proposal, no marketplace or planner. They can upgrade to a standard subscription later if they want to plan their own campaigns.
Tracking proposal status#
Open the Plans page — proposals and campaigns appear in the same table with a filter dropdown to switch between them. Status values:
- Draft — created but not shared
- Sent — shared, not yet opened
- Viewed — recipient has opened it
- Approved — converted to a live campaign
- Reply received — recipient has commented or asked for changes
Click into any proposal for the full thread, line-item detail, and current state.
Tips#
- Get the brief right first — a proposal is much more persuasive when the brand intelligence and audience data are already filled in
- Use restricted mode for sensitive plans — if pricing or strategy shouldn't be visible to anyone with the link, restrict it
- Reply, don't decline — there's no "Decline" button. If the recipient wants changes, they reply with comments and you revise the plan in the planner