Has the customer made a change, such as a different number of people? With a comments field on your quote, the customer can let you know straight away, without the hassle of separate emails or phone calls. That way, you’ll never miss an important change again.
How do you add the field?
Go to Quotes, email and brands
Click on ‘Manage quotation templates’
Go to the template where you want to add the field
Add a text box in the right place and, if necessary, some introductory text
(for example: “Please add a comment below if there are any changes or other requirements.”)Click on Merge Fields.
Under ‘Quotation variables’, search for ‘Quotation – comment link’.
Save the changes.
Where can the customer add a comment?
The customer clicks on the comment link that you have added to the quotation. A small pop-up window on the side allows the customer to leave feedback on the quotation straight away.
Where can you find the comment?
You can find the comment in the order under ‘Comment visible on quote’.
Do you also receive a notification?
Yes. You’ll receive an email when the customer leaves a comment. The email will also state what the comment is and which order it relates to.
If you have any further questions, please do let us know!
Kind regards,
The Catermonkey team 🍌