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Client comments in the Dealroom let your customers ask questions, request clarifications, or negotiate terms directly on the quote. You can respond to comments, mark them as resolved, and keep track of all communication in one place. Comments are visible to all participants in the Dealroom and remain part of the deal history even after the quote is signed.

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Access the Dealroom comments

1

Navigate to the quote

In the left side menu, click Project → Quote, then select the quote with an active Dealroom.
2

Open the Dealroom

Click the Dealroom tab at the top of the quote detail page.
3

View comments

Comments appear in the right sidebar of the Dealroom. If the sidebar is collapsed, click the Comments icon to expand it.

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View client comments

The comments panel displays all messages from your client and your team. Each comment shows:
  • Author name: The person who posted the comment
  • Timestamp: When the comment was posted
  • Status: Whether the comment is open or resolved
  • Context: The quote section or line item the comment refers to (if applicable)
Use the filter dropdown at the top of the comments panel to show only open comments, resolved comments, or all comments.
Comments attached to specific line items display an anchor link. Click it to jump directly to the referenced product or section in the quote.

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Respond to a comment

1

Locate the comment

Scroll through the comments panel or use the filter to find the client’s comment.
2

Type your response

Click in the Reply field below the comment and type your response.
3

Send the reply

Click Send or press Ctrl+Enter (Windows) or Cmd+Enter (Mac) to post your reply.
Your client receives a notification that you’ve responded. All replies appear in chronological order under the original comment.
Only users with Sales Rep, Manager, or Admin roles can post comments in the Dealroom. Viewers can read comments but cannot reply.

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Resolve a comment

Mark a comment as resolved once the question is answered or the issue is addressed. Resolved comments are hidden by default but remain accessible in the comment history.
1

Open the comment thread

Click the comment you want to resolve in the comments panel.
2

Mark as resolved

Click Resolve at the bottom of the comment thread.
The comment moves to the Resolved filter view. You can reopen a resolved comment by clicking Reopen in the thread.
Resolving comments helps you track which client questions still need attention and keeps the active comments list clean.

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Add an internal note

Internal notes let you communicate with your team without the client seeing the message. Use them to discuss negotiation strategy, flag approval needs, or share context.
1

Click the note toggle

In the comment input field, toggle the Internal note switch to on.
2

Write your note

Type your message in the input field. The field background changes color to indicate it’s an internal note.
3

Send the note

Click Send to post the internal note. It appears with an Internal label in the comments panel.
Double-check that the Internal note toggle is on before sending sensitive information. Internal notes cannot be converted to public comments after posting.

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What happens next

All comments and replies are saved in the Dealroom history. When the quote moves to Pending Signature or Accepted status, the comment thread is locked and becomes read-only for all participants. You can export the full comment history along with the quote PDF from the Export menu in the quote actions.

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Troubleshooting

Check that you didn’t toggle the Internal note switch when replying. Internal notes are visible only to your team. If the reply was sent as internal, post a new public comment with the same information.
Only the comment author or users with Manager or Admin roles can resolve comments. If you’re a Sales Rep and didn’t create the comment, ask a manager to resolve it or reply with confirmation that the issue is addressed.
Check the filter dropdown at the top of the comments panel. If it’s set to Resolved only, switch it to All comments to see the full history.

Publish a quote to the Dealroom

Learn how to make a quote available to your client in the Dealroom

Track Dealroom activity

Monitor client engagement and interaction with your Dealroom

Negotiate terms in the Dealroom

Allow clients to propose changes and accept or reject them

Send a quote for signature

Move the quote to signature once all comments are resolved