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 with 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 private note to yourself – "Note to self", call it a handy little reminder.

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