Conga Product Documentation

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Using Comments

The Comments feature in Partner Commerce enables effective collaboration between Sales Representatives and Partners during the quote review process. It allows users to exchange feedback, request changes, and maintain a clear discussion trail directly within the application.

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

All submitted comments appear in the Comments section of the quote, allowing both Sales Reps and Partners to review and respond as needed. This feature enhances collaboration by centralizing discussions within the quoting workflow.

  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.