Proposal Comments & Activity
Clients can leave comments on shared proposals, request revisions on specific line items, and get replies from you — all tracked in real time.
What you'll learn
- ✓How clients leave comments on the share page
- ✓Referencing specific line items in a comment
- ✓Flagging comments as revision requests
- ✓Replying from the proposal editor
- ✓Resolving revisions and clearing the badge count
Client leaves a comment
When a client opens a shared proposal, they'll see a "Comments" panel at the bottom of the page. They can type a message and optionally reference a specific line item by clicking the item name before submitting. The comment is timestamped and attributed to their name, and you're notified immediately.
Pro tip: Clients don't need a CueQuote account to leave comments — the share link gives them access to the comment panel automatically.
Revision requests
When leaving a comment, clients can check "Flag as revision request". This marks the comment with a pending status and signals to you that a change is expected before they'll accept. Revision requests are visually distinct from general comments — they appear with an amber indicator so nothing gets missed in a busy thread.
Reply from the editor
Open the proposal in your editor and click the "Comments" tab. All client comments appear here in chronological order. Type your reply in the text field below any comment and press Send. Replies are visible to the client the next time they view the share page — the comment thread updates in near real time via polling.
Pro tip: A red badge on the Comments tab shows how many unread or unresolved comments are waiting. It resets once you've opened the tab.
Resolve revisions
Once you've made the requested changes (edited the line item, adjusted pricing, updated terms), return to the Comments tab and click "Mark Resolved" on the revision request. The comment moves to a resolved state and the client sees it as closed when they next visit the share page. Resolved items are kept in the thread for audit purposes but no longer count toward the unresolved badge.