Using comments are a great way to keep track of all the communication around a client's 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 orange 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. You will also be notified of the comment.
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.
Reply on Email Creates Comment
If a client simply hits reply to the initial email and ask a question, the same process above will follow. You will see the contents of their reply email in the comments field and be notified as per normal.
This way you don't miss any customer feedback.
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 becomes slightly pink 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.