Enabling Client Comments on Proposals in Britixo?

📘 Introduction:

Britixo offers an option to enable comments on proposals so your clients can respond directly with questions or feedback before accepting. This creates a more collaborative and transparent sales process, all within the same proposal screen.

🧭 Step-by-Step: Enable Comments on a Proposal

📄 1. Create or Edit a Proposal

• Navigate to Sales > Proposals
  
  

• Click New Proposal, or edit an existing draft
  
  

💬 2. Enable the Comment Option

Scroll to the bottom of the proposal editor page. You’ll find the option:

• ✅ Allow Comments from Customer
  
  

Tick this checkbox to enable commenting on this proposal.

Once saved, the client will see a comment box below the proposal when viewing it online.

📥 Receiving Client Comments

• When a client submits a comment, you will receive a notification (email or in-app, depending on your preferences).
  
  

• The comment will appear at the bottom of the proposal page under the Comments section.
  
  

• Comments are threaded and include:
  
  

• Client name
  
  

• Timestamp
  
  

• Message content
  
  

🧠 Only logged-in client contacts can leave comments. If login is not required to view proposals, comments will not be available.

🧑‍💼 Responding to Comments

Staff users can respond directly from the proposal page:

• Type your reply in the comment box
  
  

• Click Post Comment
  
  

Your reply will be visible to the client and added to the thread.

🔐 Permissions & Notes

• Comments are always visible to all staff members who can view the proposal
  
  

• Clients cannot edit or delete their comments
  
  

• You can disable commenting at any time by editing the proposal and unchecking “Allow Comments”
  
  

✅ Tips:

• Use comments for clarifications instead of endless emails
  
  

• Ask clients to confirm final changes through comments before acceptance
  
  

• Comments are logged in the proposal’s activity timeline for future reference.