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Create and manage proposals

Build commercial offers from your RM touchpoints and track their status.

A proposal is a commercial offer built from one or more RM-enabled touchpoints. It specifies the placements, period, pricing, and objective for a sponsorship.

Create a proposal

  • Go to Retail Media → Proposals.
  • Click + New Proposal.
  • Enter a name and optional period, objective, and KPI.
  • Select the RM touchpoints to include and choose a pricing model for each.
  • Set a final price and save.

Proposal statuses

  • Draft: being prepared, not yet shared with anyone.
  • Active: ready to share. Active proposals can generate a shareable link that brands can view without logging in.
  • Sold: the sponsorship has been confirmed and the brand has been attributed. Sold proposals are immutable.
  • Archived: closed or superseded proposals kept for reference.

Shareable link

Only Active and Sold proposals can generate a shareable link. Click the link icon on a proposal card to generate or copy the link. The link opens a branded page visible without a HubSlot account.