# Send a Proposal to a Prospect

You can send proposals to prospects at any time, depending on the partner's requirements. When a partner doesn't have any partner requirements, you can just send a proposal with existing template terms. However, when a partner has contract requirements, you are required to adjust your terms to match their requirements.

You can send proposals to prospects at any time. The process is similar to sending a prospect an email.

#### Send a proposal without contract requirements

1. From the left navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-256572041ef9ad75d3e67aab1e9567ec34b8b0e8%2Fd99a087cccc9a98794d66a4acf8e8cafc425b112ce63c86d965965b30e3b91b4.svg?alt=media) **\[Discover]** → **Prospects**.
2. Hover your cursor over the prospect you want to send a proposal to, then select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[More]** → **Send Proposal**.
3. Fill out the proposal form. Regardless of how you send a proposal to the prospect, you must include the following details:

   | Proposal Detail  | Description                                                                                                                                                                                                                           |
   | ---------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
   | Template Term    | The set of [template terms](https://help.impact.com/brand/platform-features/contracts-and-template-terms/learn-about-template-terms-and-contracts) to which you want the prospect signed.                                             |
   | Contract Dates   | The dates of the contract. Select **Ongoing** for the *Length* if you don't want the contract to have an end date.                                                                                                                    |
   | Approval Options | <p>• Once the prospect has agreed to the terms, you can only select <strong>Propose</strong>.</p><p>• Optionally, set an <em>expiration date</em> for the proposal and if the partner to be unable to <em>counter the offer</em>.</p> |
   | Partner Groups   | Groups you've assigned partners to organize them.                                                                                                                                                                                     |
   | Message          | Write a message that will appear with the proposal. Consider including why you want to work with this partner, how they'd benefit from working with you, or why this is a good proposal.                                              |
4. Once you've filled in the fields, select **Send Proposal**.

   <div data-with-frame="true"><figure><img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-99f6eb7778db41cec37827920c1ae2a60a0e12a1%2F01e59d71810c9889925d627e346e4a3cb1d4aa917ae71b622ab8c034158a0201.png?alt=media" alt=""><figcaption></figcaption></figure></div>

#### Send a proposal with contract requirements

When a partner has specific contract requirements, you'll have to review and compare your public template terms against the partner's contract requirements. This is to ensure your proposed terms meet the minimum requirements set by the partner, opening the way for a successful partnership.

1. From the left navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-256572041ef9ad75d3e67aab1e9567ec34b8b0e8%2Fd99a087cccc9a98794d66a4acf8e8cafc425b112ce63c86d965965b30e3b91b4.svg?alt=media) **\[Discover]** → **Prospects**.
2. Hover your cursor over the prospect you want to send a proposal to, then select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[More]** → **Review Terms**.
3. On the *Review Terms* screen, review your terms against the partner's requirements.

{% tabs %}
{% tab title="If you don’t meet the requirements" %}
The required term will be indicated in green next to your proposed term, shown in red.

1. Select **Create Template Term**.
2. On the *Create Template Term* screen, enter a name for the new template term.
   * The required terms will be pre-populated according to the partner’s requirements, so you don’t have to complete any other sections.
3. Select **Next**.
4. Confirm the *Contract Terms* and the affected *Partner* are correct.
5. Select a *Start Date* for the new terms to take effect.
6. Optionally, if you already have ads prepared and uploaded to impact.com, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-d0b6669ae76a7bef06a8d6940d7ad5c16bb8d018%2F7cb018d4face8d7cceb880eb5086c812e764fbcfe6f2a0377f88bc7576973070.svg?alt=media) **\[Toggle on]** **Send an ad with this proposal for faster media partner integration**, then select **Lookup** to find the ads you want to send.
7. Optionally, add any comments regarding the terms' changes that the prospect can read.
8. Select **Send**.
9. Read the prompt, and if you are happy, select **I understand, continue**.
   * The prospect should now receive your proposal.
     {% endtab %}

{% tab title="If you meet the partner’s requirements" %}
You’ll see matching term requirements in green.

1. Select **Send Proposal**.
2. Enter your proposal’s information.
3. Select **Send Proposal** again, read the prompt, and if you are happy, select **I understand**.
   * The partner should now receive your proposal.
     {% endtab %}
     {% endtabs %}
