Customer Portal
Deal Room (In-Quote Chat)
Every quote has a built-in messaging thread between you and the customer, with read receipts and unread badges.
1 min read
Last updated July 6, 2026
Every quote has a built-in messaging thread between you and the customer.
Admin Side (Edit Quote page)
- Send messages to the customer
- See read receipts (✓ Sent / ✓✓ Read)
- Unread message badge on the Quotes list
- Messages auto-scroll to the latest
Customer Side (Customer Portal)
- Customer replies from their quote link (no login required)
- Admin and customer messages are visually distinguished
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