Whether you accept or reject a special request, you can attach a comment that will be visible to your buyer when you send them the modified plan and quote.
To do this, write your comment in the designated area:
How will these comments be visible to the buyer?
- If you give them access to the configurator
From their configurator, in the 'Summary' tab, the buyer will have access to your comments on the special requests.
They can also add new special requests and personalize their property according to the configurator's permissions to submit a new request.
Note: If you give them access to the configurator, the buyer will not be able to sign their documents. Their customizations will not be reflected in the pre-execution plans or in the quantitatives.
- If you send them the plan and quote for electronic signature
The buyer will have access to your comments just before proceeding to the electronic signature:
Your comments will also be visible at the end of the PDF quote that will be signed by the buyer:
