Conga Product Documentation

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Using Comments

The Comments feature in Digital Sales Room (DSR) enables seamless collaboration between sales representatives and buyers during the quote review process. It allows users to exchange feedback, request changes, and maintain a clear discussion trail directly within the quote.

When a quote is in the Presented status, the Request Changes action becomes available. Buyers and sales representatives can use this action to add comments by selecting a comment type and entering their feedback. Each comment includes the user name, timestamp, and comment type, ensuring transparency and traceability.

All submitted comments appear in the Comments section of the quote, allowing all participants to review and respond as needed. This centralizes communication within the DSR experience and eliminates the need for external channels such as email.

  1. Go to the quote and click Comments tab or scroll down to Comment section.
  2. Click Comment Type dropdown from Add New Comment section to select the desired comment type.
  3. Enter the comments.
  4. Click Add Comment.
Newly added comment will be displayed in the All Comments section with the details.