How do clients leave feedback on a QuoteCloud document?

Your client opens the quote or proposal from the link you send, highlights the text they want to talk about and leaves a comment right there. They can ask a question, request a change or simply say yes, and the comment stays pinned to that exact spot in the document, so nobody has to describe which paragraph they mean.

Can my team reply to client comments and bring in colleagues?

Yes. Every comment starts a thread. Your team replies in the same thread, and can @mention a colleague, such as a designer or a manager who needs to approve a price, so they are pulled into the conversation with the context already in front of them. When the question is answered, resolve the thread.

Will I know when a client comments?

Yes. QuoteCloud notifies you when a document is commented on, updated or needs your action, inside QuoteCloud and in Slack or Microsoft Teams if you use them. Combined with document tracking, you know the moment a client opens your proposal and the moment they react to it.

Can clients request changes or choose optional items?

Clients can mark a comment as a change request, so your team can see at a glance what must be updated before the document can be signed. Price tables can include optional items, which a client can accept or decline before they sign, with the total updating as they choose.

Can I control what clients are allowed to do?

Yes. Each person on a document has a role: viewer, commenter, editor or approver. Give clients comment access so they can annotate and ask questions without being able to change your wording or pricing, and keep editing and approval with your team.

What happens to comments after the document is revised or signed?

Resolved threads stay on record with the document, alongside its version history and activity, so you can always see what a client asked for, who answered and which version addressed it. Once everything is agreed, your client signs with a legally binding eSignature in the same document.

Why is in-document feedback better than email?

Email feedback arrives as long threads, attachments and screenshots that refer to an old copy. Comments on the document itself always point at the exact words in the current version, everyone sees the same conversation, and nothing is lost when a colleague picks up the deal.

How can I try client comments in QuoteCloud?

Start a free 14-day trial with no credit card required, send a proposal to yourself or a colleague and leave comments as the client. You can also book a demo to see collaboration, tracking and eSignatures working together.

Client feedback, right on the proposal.

Clients highlight a sentence and comment in place. Your team replies in the same thread, so nothing gets lost in email.

Start free 14-day trial Book a demo

No credit card required4.2 on Capterra

Proposal · Q-3140Website & booking rebuild

FSFernhill Studio Website & booking rebuild Prepared for Brightwater Physio

Select any sentence to comment on it.

Your project

Brightwater's new site makes booking an appointment a two-tap job on any phone. We'll launch in six weeks, starting with a discovery workshop at your Northcote clinic. Every treatment page is written for patients first, and your physios can update it themselves.

Investment

Discovery & design$4,800
Build & online booking$9,600
Content migration, 40 pages$1,950
Photography day at the clinicOptional · Accepted by Priya$1,450
SMS appointment remindersOptional · Not selected$1,200

Total (ex GST)$17,800

Ready when you areAccept & sign

Comments1Activity

PS
Priya ShahChange request2:38 pm
Could we launch before our March open day? The blog can come later.

SO
Sam Okafor2:44 pm
Yes, we can. @Alex can we move the blog to phase two and launch on 28 February?

Resolved by Sam

PSPriya accepted Photography day

From question to yes, in one thread.

The conversation lives on the document it is about.

01
Your client highlights it.

They select the words they mean and comment in place, from any device. No screenshots, no “page 4, paragraph 2”.
02
Your team answers in context.

Get notified, reply in the thread and @mention whoever can help. Everyone sees the same conversation.
03
Resolve it, then get the signature.

Revise, mark the thread resolved and your client signs the version you both agreed.

Every kind of feedback, handled.

Comments, changes, choices and approvals, all on the page.

Change requests, not vague notes.

Clients flag exactly what must change before they sign, and your team accepts it in a click.
Optional items, chosen by the client.

They accept or decline extras and watch the total update.
Pricing tables
@mention the right colleague.

Pull in design, legal or a manager, with the client's question already in front of them.
Notified the moment they comment.

In QuoteCloud, Slack or Microsoft Teams, so a hot deal never waits overnight.
Document tracking
Clients comment. Only your team edits.

Viewer, commenter, editor or approver: give every person on the document the access they need, and no more.
Collaboration

Retire the “RE: RE: proposal v4” thread.

Same client, same question. Two very different afternoons.

Feedback by email

“See my notes on page 4” on a PDF from last week
Screenshots and replies scattered across inboxes
A colleague forwarded in, missing half the context
Nobody sure which change was agreed

Feedback on the document

Every comment pinned to the exact words
One thread per question, in the current version
@mentions bring colleagues in with full context
Resolved threads stay on record with the history

Start free 14-day trial Book a demo

Disclaimer: Parties other than QuoteCloud may offer products, services, recommendations, or opinions on QuoteCloud's platform ("Third Party Materials"). QuoteCloud does not undertake the examination or evaluation of such Third Party Materials and does not provide any warranties concerning them. Links to Third Party Materials are provided for convenience and do not imply an endorsement by QuoteCloud. Slack is a trademark of Slack Technologies, LLC. Microsoft Teams is a trademark of Microsoft Corporation.