Support / FAQ

How to discuss a proposal with a client using the comments field?

Focus: The focus of this Self Help article is to provide you information and steps in order to use the discuss option to discuss a proposal that has been sent to your client.

Step 1: Go to Proposal > Sent and click on the Proposal Name.

Proposals - Sent - Proposal Name

Step 2: Using the Tab “Discuss with Client” enter in your message and click “Post”. You Client will receive an email about this message and a link to view the message.

Proposals - Discuss with Client

Please note:  When you post a message, the status of the proposal will be “In discussion”. Your client will receive an email about this open discussion.

Step 3: Your client can respond back to you about the message. When they add a message and click “Post”, you will receive an email message.

Proposals - Discuss with Client - reply

Step 4: Then you can review your message, back on the Proposal Overview, “In Discussion” tab.

Proposals - Discuss with Client - reply -view

Have Questions, please feel free to contact us?
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Posted in: Proposals