Sending proposals 📤
Before you send 🔍
Before sending a proposal to a customer:
- Make sure the proposal is complete and accurate (recommendation, pricing, networks/hardware, media).
- Generate the proposal site.
- Test the proposal site.
- Mark it as sent.
Generate + test the proposal site
Generate the proposal site first:
- choose a unique subdomain
- set the email access domain
See: Generating proposal sites →
Testing (don’t distort analytics)
Before you send the proposal externally, test it using:
proposals@amplifi-qx.com
Avoid using the customer’s allowed domain (it will count as a customer view).
Mark as sent
When you’re happy with the proposal site, click Mark as Sent.
This:
- updates the proposal status
- makes it visible in the Amplifi-Qx customer portal
Tracking engagement 📊
Once the proposal has been sent and viewed, the Analytics tab shows:
- who viewed (by email)
- what they engaged with (sections, clicks, downloads, video)
Return to Proposals Overview → Learn About Managing Proposals →
Key Reminder
Always use the preview link for internal review and save the client link strictly for customer use. This ensures accurate engagement tracking and analytics.