Communication and Chat

If you have received a potential proposal and have questions or need clarification, you can quickly chat with the responsible contact person through two options.

1️⃣ Chat Directly from the Proposal

• Inside the proposal, you will find a chat section where you can message the client directly.

• This allows you to ask specific questions related to the proposal, ensuring quick and clear communication.

📌 See the illustration below on how to access the chat from a proposal.

2️⃣ Access the Global Chat from the Sidebar

• You can also access the global chat from the sidebar, allowing you to manage all conversations in one place.

• This is useful if you are handling multiple proposals and need to keep track of ongoing discussions.

📌 See the illustration below on how to access the chat from the sidebar.

Why Use the Chat Feature?

✅ Get real-time answers to proposal-related questions.
✅ Communicate directly with Flextribe clients without emails.
✅ Keep all conversations organised within the platform.