Track opens, edit after sending and republish

Read the open tracking on cards and activity, understand that the homeowner sees a frozen version, edit a sent proposal, and republish so they see the change.

Intermediate 6 minSales rep / estimator, Owner / manager, Office & admin staff· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /projects/[projectId], /edit/report/[reportId], /board · Guide last checked 2026-10-03

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Preconditions

A sent, opened proposal that you then edit on camera.

Steps

1. Read the trackingDo: On the board and job page read the chip: "Sent 2h ago", "Opened 3× · yesterday", "Not opened · sent 4d ago" (amber). In Activity read "Homeowner opened the proposal" and "Homeowner viewed the proposal again".Expect: Amber appears after three days without an open.Actual:
2. Edit after sendingDo: On the job page click "Open for editing". Read the warning "Changes stay internal until republished" and click "Continue editing". Change a price.Expect: The card now reads "Draft changed. Republish to update the customer view."; the homeowner still sees the old version.Actual:
3. RepublishDo: Click "Review and Share". Read "This draft has unpublished changes…" and click "Republish & Send". Send the email (the "changed your quote" template is used by default).Expect: The warning clears; the homeowner's link now shows the new version. Activity logs a new send.Actual:
4. Link lifetimeDo: Remember the share link is valid for 14 days. After that, re-send from the preview.Expect: An expired link shows "This link has expired or was replaced by a newer version. Ask your contractor to send the proposal again."Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

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