> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Manage client comments

> View, respond to, and resolve client comments in the Dealroom

{/* AUDIT NOTE: Nav confirmed as Project → Quote (not "Quotes" as written in Step 1 — corrected). The Dealroom tab on the quote detail page, comments panel layout, Reply field, Send button, Resolve button, and Internal note toggle could not be directly verified (could not open a non-Accepted quote detail during this session). Content left as-is; specific UI labels are plausible but unconfirmed. */}

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.

## Access the Dealroom comments

<Steps>
  <Step title="Navigate to the quote">
    In the left side menu, click **Project** → **Quote**, then select the quote with an active Dealroom.
  </Step>

  <Step title="Open the Dealroom">
    Click the **Dealroom** tab at the top of the quote detail page.
  </Step>

  <Step title="View comments">
    Comments appear in the right sidebar of the Dealroom. If the sidebar is collapsed, click the **Comments** icon to expand it.
  </Step>
</Steps>

## 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.

<Tip>Comments attached to specific line items display an anchor link. Click it to jump directly to the referenced product or section in the quote.</Tip>

## Respond to a comment

<Steps>
  <Step title="Locate the comment">
    Scroll through the comments panel or use the filter to find the client's comment.
  </Step>

  <Step title="Type your response">
    Click in the **Reply** field below the comment and type your response.
  </Step>

  <Step title="Send the reply">
    Click **Send** or press `Ctrl+Enter` (Windows) or `Cmd+Enter` (Mac) to post your reply.
  </Step>
</Steps>

Your client receives a notification that you've responded. All replies appear in chronological order under the original comment.

<Note>Only users with **Sales Rep**, **Manager**, or **Admin** roles can post comments in the Dealroom. **Viewers** can read comments but cannot reply.</Note>

## 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.

<Steps>
  <Step title="Open the comment thread">
    Click the comment you want to resolve in the comments panel.
  </Step>

  <Step title="Mark as resolved">
    Click **Resolve** at the bottom of the comment thread.
  </Step>
</Steps>

The comment moves to the **Resolved** filter view. You can reopen a resolved comment by clicking **Reopen** in the thread.

<Tip>Resolving comments helps you track which client questions still need attention and keeps the active comments list clean.</Tip>

## 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.

<Steps>
  <Step title="Click the note toggle">
    In the comment input field, toggle the **Internal note** switch to on.
  </Step>

  <Step title="Write your note">
    Type your message in the input field. The field background changes color to indicate it's an internal note.
  </Step>

  <Step title="Send the note">
    Click **Send** to post the internal note. It appears with an **Internal** label in the comments panel.
  </Step>
</Steps>

<Warning>Double-check that the **Internal note** toggle is on before sending sensitive information. Internal notes cannot be converted to public comments after posting.</Warning>

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Client says they can't see my reply">
    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.
  </Accordion>

  <Accordion title="I can't resolve a comment">
    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.
  </Accordion>

  <Accordion title="Comments panel is empty but I know the client commented">
    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.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Publish a quote to the Dealroom" icon="share-nodes" href="/user-guide/dealroom/how-tos/publish-quote">
    Learn how to make a quote available to your client in the Dealroom
  </Card>

  <Card title="Track Dealroom activity" icon="chart-line" href="/user-guide/dealroom/introduction">
    Monitor client engagement and interaction with your Dealroom
  </Card>

  <Card title="Negotiate terms in the Dealroom" icon="handshake" href="/user-guide/dealroom/introduction">
    Allow clients to propose changes and accept or reject them
  </Card>

  <Card title="Send a quote for signature" icon="file-signature" href="/user-guide/quotes/reference/lifecycle">
    Move the quote to signature once all comments are resolved
  </Card>
</CardGroup>