Real-time Client Interaction
Introduction:
A simple, straightforward, and quick method for you and your clients to actively participate in the proposal process by adding comments and feedback, right there on the proposal.
Now create interactive proposals that close deals 10x faster. Launched for the first time as a one-of-a-kind feature!
Client Email Verification:
- The client needs to verify their email address to comment on the document.
- Click on the "Add Comment" button.
- Enter your email and click on the "Verify" button.
Add Comments on Web:
- Once the email is verified, the client can proceed to comment on the document:
- Enter your comment and click on the send icon.
- Users / Client can also comment on any page of the document:
Reply to Comments:
- Clients and users can reply to each other's comments:
- Click on the reply button to respond.
Submit with Comments:
- You can notify other via email by clicking on the "Submit with Comments" button.
Activity Logs:
- User can view the comment in Activity logs.
Note: User / Client can only view the comment in Accepted / Declined stage
You can send x.doc document to client by following the steps mentioned in the given link: https://knowledgebase.xtenav.com/en-us/article/how-to-submit-a-xdoc-document-to-the-client-163gltr/
You can view the x.doc document activity logs by following the steps mentioned in the given link: https://knowledgebase.xtenav.com/en-us/article/where-i-can-view-xdoc-document-activity-logs-1cf95yx/
A simple, straightforward, and quick method for you and your clients to actively participate in the proposal process by adding comments and feedback, right there on the proposal.
Now create interactive proposals that close deals 10x faster. Launched for the first time as a one-of-a-kind feature!
Client Email Verification:
- The client needs to verify their email address to comment on the document.
- Click on the "Add Comment" button.
- Enter your email and click on the "Verify" button.
Add Comments on Web:
- Once the email is verified, the client can proceed to comment on the document:
- Enter your comment and click on the send icon.
- Users / Client can also comment on any page of the document:
Reply to Comments:
- Clients and users can reply to each other's comments:
- Click on the reply button to respond.
Submit with Comments:
- You can notify other via email by clicking on the "Submit with Comments" button.
Activity Logs:
- User can view the comment in Activity logs.
Note: User / Client can only view the comment in Accepted / Declined stage
You can send x.doc document to client by following the steps mentioned in the given link: https://knowledgebase.xtenav.com/en-us/article/how-to-submit-a-xdoc-document-to-the-client-163gltr/
You can view the x.doc document activity logs by following the steps mentioned in the given link: https://knowledgebase.xtenav.com/en-us/article/where-i-can-view-xdoc-document-activity-logs-1cf95yx/
Updated on: 05/21/2024
Thank you!