Conga Product Documentation

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Commenting on a Quote

Use the commenting feature to collaborate between Sales Rep, Buyer, and Partner on a quote. This feature allows you to add comments and tag them to either 'Internal users only' or 'Internal and external users'. The comment visibility is based on this selection.

You can view previous comments and filter them based on the comment type. By default all comments are displayed.

Each comment shows recipients along with the commenter's name, comment type, date, and time, with timestamps formatted according to the user's locale. In a view you can see ten comments; click Show More Comments to view the next set of ten comments.

Only the comment owner can delete a comment if required.

Administrators can add custom comment types from Note Schema using NoteType picklist. For more information, see Application Schema Management.

Note: The Comments feature in the Next Steps Action panel is enabled by default and can be hidden using Visibility Rules
  1. Open the required quote.
  2. Click Next Steps > Comments.
  3. In the Quote Comments and Collaboration panel, enter the following details.
    Recipient TypeSelect one of the following
    • Internal users only. This is the default selection.
    • Internal and external users
    Recipients (Optional)Enter the recipients. The recipient list is populated based on the selected recipient type.
    Comment TypeSelect the comment type, Request For Revision or Request For More Info.
    CommentsEnter the comments. The Submit button is not enabled if comment type and comment is not entered.
  4. Click Submit.