In Projectopia version 4.3.1, we have add a feature to allow messaging between Client and Admin within a quote.
This is how it works.
- Login to Projectopia Admin’s dashboard.
- Edit a quote and scroll down to find the Quote Message metabox
- Click on Send Message button and you will see a popup to enter your message.
- Once you are done, click on send message and the message will be send to your client. You can choose whether to send your client a notification.
- Once your client logs into his dashboard, he should see a message notification.
Click on Quotes/Estimate in the sidebar. Click on the quote link.
- You will see a Quote menu -> Messages link at the bottom of your sidebar.
- Click on the messages link and you will see your messages.
- Your client will be able to reply to your message in this interface.