When building a visual quote, you may need to add comments on the plan view or image for purposes such as:
Ask questions about the design requirements and create a discussion thread about the design.
Adding tasks and to-dos for team members to act upon.
Suggesting changes to the design.
Adding comments
To add a comment, click the "Comment" icon on the toolbar and click a spot where you want to add the comment. This will show the Comment box where you can add the comment.
All the options to format and enrich the text of the comment are listed at the top of the box. The options are intuitive and show their functionality when you hover over them.
When adding the comment, you have the option to use "@mentions" so that other resources assigned to the opportunity are informed via emails and in-app notifications.
When you have added the comment, click "Create," and the comment will be added to the canvas. The comment text will be visible only after you click the Yellow comment icon.
Here is an example of a discussion thread with multiple users responding to a comment.
The maximum number of rich text characters you can add in a single comment thread is 10,000.
Handling comments
Move comment | Click the comment, drag it, and drop it at the desired location. |
Reply to comment | Click the comment, click "Reply," and add the reply. |
Delete comment | Click the comment, its 3-dot menu, and click "Delete." |