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Managing proposals 🧭

This page covers how proposals move through their lifecycle in Amplifi-Qx Hub.

Proposal lifecycle​

A proposal typically moves through:

  1. Draft (editable in the Hub)
  2. Proposal site generated (customer-ready website)
  3. Sent (visible in the customer portal)
  4. Accepted (customer accepted via the proposal site)

Editing a proposal​

  • Draft proposals can be edited.
  • If a proposal has been marked as Sent, you generally need to rebuild the site to make changes.
important

A generated proposal site is a snapshot. Changes in the Hub (or Directus content) won’t affect an already-generated site. To update what the customer sees, rebuild and regenerate the site.

Generating, viewing and sending​

  • Generate the proposal site when the draft is ready.
  • Test it using proposals@amplifi-qx.com.
  • When you’re happy, click Mark as Sent.

See:

Rebuilding a proposal site​

Use Rebuild Site when you need to update a proposal that has already been generated/sent.

Rebuilding:

  • removes the current site from Netlify
  • makes the proposal URL temporarily inaccessible
  • returns the proposal to Draft so you can edit it
warning

This cannot be undone.

Analytics​

Proposal analytics are based on the email address used to access the proposal site.

You can see:

  • who viewed the proposal
  • what they engaged with (sections, links, downloads, video)
  • scroll depth and time spent
tip

Avoid testing using the customer’s email domain, as it will register as a customer view.

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