Method 1: Add Comments from Quotation Inbox

Step 1: Open the Comment Window

Click the Chat icon under the Chat column for the required quotation.

This opens the comment panel, allowing you to communicate with team members, share updates, request changes, and maintain a complete discussion history for the quotation.

Step 2: Submit Your Comment

Enter your comment and click Submit.

Your message is saved with the quotation, making it easy for authorized users to review discussions, track updates, and collaborate throughout the quotation preparation and approval process.

Method 2: Add Comments While Editing a Quotation

Step 1: Open the Quotation

Click the required Quotation Number to open the quotation for editing.

This allows you to review quotation details while simultaneously collaborating with team members through the built-in comment feature.

Step 2: Open the Chat Panel

Click the Chat icon within the quotation screen to access the comments section.

The chat panel helps maintain contextual discussions related to the quotation without leaving the editing page.

Step 3: Add and Submit Comments

Enter your comment and click Submit to save it.

Comments become part of the quotation history, enabling better communication, faster reviews, improved coordination, and a transparent audit trail throughout the sales workflow.

How to add comments to a quotation?

Frequently Asked Questions