How to Manage Quote Communication in the Quote Dashboard

Prerequisites

• Access to the Quote Dashboard.

• Appropriate permissions to view and edit client communications.

• Client contact information available in the system.

Overview

This article explains how to manage quote-related communications with your clients using the Quote Communication feature in the Quote Dashboard. Users can review past interactions, add new communications, and set reminders for follow-ups—all tied directly to a specific quote.

Estimated Time to Complete: 5–10 minutes
Skill Level: Beginner to Intermediate

Step-by-Step Instructions

1. Open Quote Communication Panel

1. Navigate to the Quote Dashboard.

2. Locate the quote you're working with.

3. Click the envelope icon in the "Actions" column to view all communications related to this quote.

   

2. Review Existing Communications

• The Quote Communication List modal displays a table of previous communications.

• Each entry includes the date, type (Email, Phone, On Site), from, to, and whether a follow-up is required.

• To edit an existing communication, click the pencil icon.

• To delete, click the red X icon.

  

3. Log a New Communication

1. Click the Log New button to open the New Communication modal.

   

    

2. Fill out the communication details:

   • Type: Choose Email, Phone, or On Site.

   • Category: Select a category (managed by admins in Settings).

   • Client Contact: Choose the person you communicated with. Optionally, add a new contact.

   • Communication Date: Set the date and time of the communication.

4. Set Follow-Up Details (Optional)

• Require Followup: Check this box if a follow-up is needed.

• Follow Up Date: Choose the due date for follow-up.

• Follow Up For: Assign the follow-up to a specific user.

• Reminders: Select from available options (e.g., 15 minutes, 1 hour, 1 day before).

  Tip: Use reminders to ensure timely responses to client needs.

• Follow Up Completed Date / By: Log completion details when the follow-up is done.

5. Add Communication Summary

• Use the Communication Summary field to enter notes from the conversation.

• Be concise and include key details such as decisions made, client concerns, or next steps.

6. Save or Send Email

• Click Save to log the communication.

• Use Cancel to discard the entry.

Notes & Tips