Using comments are a great way to keep track of all the communication around a client's classic proposal as they are stored against the proposal in Practice Ignition as a complete audit trail.
Once a proposal has been created and saved, you can enter any comments in the Conversation tab of the proposal.
Note: Any comments made before you have sent the proposal will not be sent to the client until the proposal is sent.
Commenting on the Proposal's Acceptance Page
If there is a mistake on the engagement or they would like to add/delete an item, your client can comment on the proposal by clicking the Ask a question button on the bottom-left hand side of the proposal. It will bring up the conversation box below.
Clicking Post Comment will add their comment and display it to them immediately online as well as adding it to the proposal in Practice Ignition under the Conversation tab.
The proposal creator and the client's manager and partner will also be notified of the comment via email (see section below about notifications).
You can read the contact's comment on the Conversation tab and are able to respond by commenting back to the contact by simply typing in the text box and clicking Post Message.
A notification that you have commented will be sent to your client via email.
Comments can be posted either publicly or privately. By choosing Client Message when commenting on a proposal, the message will be visible to everyone who has access to the proposal.
You can also create private comments for internal notes on proposals by selecting Internal Message.
You will notice the label is highlighted yellow, and the text box is highlighted yellow in order to signify that the message is private and will not be visible to the client.
Posting a private comment will not send any email notifications, and will only be visible to users logged into Practice Ignition.
Proposal Comment Notifications
When a client comments via the Ask a Question button on a classic proposal, there will be an email notification that is sent to the following people:
- The person who created the proposal
- The clients partner (if set)
- The clients job manager (if set)
Assigning a client partner or manager
If you have staff or teammates in your firm that you would like to automatically notify when a comment is made on a proposal, follow the steps below to ensure this occurs.
- Add your teammates to Practice Ignition. Learn how to do this here.
- Navigate to a client and press Edit Client.
- Assign the correct user to the Partner and Manager fields.
- Press Save Client once you are done!
Alternatively, you can also assign client Partners and Managers in bulk if you have numerous clients you need to do this for.