Proposals overview 📄
The Proposals module in Amplifi-Qx Hub lets you create a proposal in the Hub, then generate a customer-ready proposal website (proposal site) that you can share.
Key concepts:
- Draft proposal (Hub): editable while in Draft
- Generated proposal site: deployed to a unique URL and treated as a snapshot
- Mark as sent: makes the proposal visible in the customer portal
Quick start:
Understanding Proposals 📋
The Proposal Journey
Proposals represent the final stage in the pre-sale documentation process:
- Opportunity Creation 🎯
- Initial client interest captured
- Requirements documented
- Solution scope defined
- Budget parameters set
- Quote Development 💰
- Detailed pricing structure
- Service specifications
- Terms and conditions
- Delivery timelines
- Proposal Generation 📑
- Professional presentation
- Comprehensive solution details
- Clear value proposition
- Supporting documentation
Key Features 🛠️
Proposal Templates
The system provides multiple template options to suit different business scenarios:
- Desktop Survey Quotes
- Standard Proposals
- Digital Installation Proposals
- Final Version Proposals
- Custom Templates
Core Components
Essential Elements 📊
Every proposal includes:
- Clear recommendation details
- Solution specifications
- Network coverage details
- Implementation timelines
- Commercial terms
- Supporting documentation
Optional Features ⭐
Enhance proposals with:
- Custom pages and sections
- Handpicked solution features
- Useful reference links
- Video introductions
- Case study examples
Quality Management 🎯
Progress Tracking
The system includes comprehensive quality checks ensuring proposals meet professional standards:
Quality Indicators
- Recommendation clarity
- Video content inclusion
- Documentation completeness
- Feature selection
- Customisation quality
Version Control
Maintain clear proposal progression through:
- Draft status tracking
- Revision history
- Final version creation
- Client feedback incorporation
- Approval documentation
Best Practices 💡
Creating Effective Proposals
Content Quality
Ensure comprehensive coverage:
- Clear solution description
- Specific client benefits
- Technical specifications
- Implementation details
- Commercial clarity
Professional Presentation
Maintain high standards through:
- Consistent formatting
- Clear navigation
- Supporting visuals
- Professional language
- Logical flow
Quick Access 🔗
Essential Links
Access key proposal functions through:
Proposals should effectively communicate your solution's value while maintaining professional standards throughout. Take time to ensure all elements work together to present a compelling business case.
Learn More About Creating Proposals → View Proposal Management →