- Software Solutions
- The Britixo Software
- Britixo CRM
- Practice Management
- PMS Modules
- Industry Specific PMS
- Accounting Practice Management
- Customer Management Practice
- Real Estate PMS
- SaaS For UK Accountants
- ERP Software
- Hosting Solutions
- SSH Shared Hosting
- Corporate VPS
- Cloud Hosting
- Dedicated Servers
- Links
- Get Started
- Login
- Help Centre & Resources
- Our Terms
- Contact Us
- Partnership
- Links Map
- Other Services
- Arrange On-site or online Meeting?
BRITIXO Core CRM Software
Industry Specific Software Solutions
Core Features
Built-In Modules
Resources & Help Centre
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.
- © Britixo Software
- © CRM
- © Practice Management
- ⚙️ Settings & Customisation
- Accounting & Bookkeeping Software UK
- Accounting and Bookkeeping Module Guide
- ERP
- Help Centre
- Real Estate Management Guide
- Real Estate Management Module
- 🎟️ Support & Tickets
- 👥 Clients & Contacts
- 👨💼 Team / Users & Permissions
- 📊 Reports & KPIs
- 📘 Getting started
- 📤 Estimates, Proposals & Contracts.
- 📤 Invoicing & Billing
- 🗂️ Projects & Tasks
- 🧲 Leads & Sales
🧠 Still need help?
Check out the full documentation or explore our video library or follow the link below to create a support ticket.
Get Started with Free 14-Day Trial Britixo Cloud-based Software Solutions
Want to Arrange On-site Meeting with Britixo Experts First?
Britixo
Secure, Compliant Built For UK Businesses!
All queries: Sales @ Britixo.com
24/7 Support Desk: Support @ Britixo.com
Mailing Address: 71 - 75 Shelton Street, London, WC2H 9JQ, United Kingdom. UK: +44 845 508 9546. INT: +1 845 335 4280. Click here for Live Chat.
Useful Links:
Practice Management Software
Industry Specific Solutions
Client Relationship Management
Pre-activated Features
Pre-activated Modules
Additional Modules & Features
Accounting and Bookkeeping
Real Estate - Property Management Software
Enterprise Resource Planning
Support Desk
Resources & Helpful Articles.
Log in / Register
Terms of use
Terms & Conditions
Cloud Hosting Solutions
Digital Partnership
Strategic Partnership
Website Designing
Website Development
Custom Development
Website Maintenance
BRITXIO IS THE TRADING NAME / BRAND OF PIXIE TECHNOLOGIES LLC. A REGISTERED COMPANY WITH COMPANY NO: 10053865 .
COPYRIGHTS PROTECTED © BRITIXO UK 2025
Chat with us
