Create a proposal and attach rate cards

Create a proposal and attach rate cards

Applies to: Mediaocean products noted; steps may vary by environment.

Overview

This article explains how to perform create a proposal and attach rate cards within the Prisma for Sellers area.

Prerequisites

• Appropriate role/permissions for the action
• Access to relevant product module (e.g., Prisma, Spectra DS/OX)

Steps

1. Open the relevant module and navigate to the page for create a proposal and attach rate cards.
2. Complete required fields; validate data and attachments.
3. Save and, if needed, submit for approval or routing.

Verify

• Confirm status in dashboards or reports.
• Check any downstream outputs (invoices, orders, files).

Troubleshooting

• Review validation messages and correct data issues.
• If problems persist, capture screenshots/logs and contact Support.

Note: This demo content is structured for showcasing Zendesk features.