Ask a Question, Comments and Private Notes

Questions (and answers)

A customer can ask a Question directly on a Quote. You'll be prompted to answer the Question with an Email Notification and a Dashboard message, which will remain until you answer or dismiss the Question.

Comments

You can add a Comment to a Quote and your customer will receive an Email Notification containing the Comment and a link to view the Quote.

Private Notes

As a Quote Author, you can add a Private Note to a Quote. Only you and your fellow Team Members will be able to see Private Notes. 

You can add and send a Private Note to another Team Member. They'll receive an Email Notification and a Dashboard message, which will disappear once they've clicked through to the Private Note.

You can also add (and send) a 'Note to self' - a Private Note to yourself. Call it a handy little reminder.

Files and Images

You can add files and images to any Comment, Answer or Private Note. Quote recipients can also add files and images when asking a Question on a Quote.

Simply drag and drop your file or image from your computer onto the Comment, Answer or Private Note, or hit the 'Add Image or File' button, then browse for your files or images.

discussion-add-image-or-file.png

Next Article: Viewed vs Open →