💬 In-App Commenting Now Live in Groups & Planning

We’re excited to introduce In-App Collaboration
 in two key areas of the platform: Planning and Groups. This new feature allows your commercial teams to collaborate more effectively, reduce the need for meetings, and stay aligned in real-time or asynchronously.
New Capabilities:
🧑‍🤝‍🧑 @mention teammates:
 Communicate directly with specific individuals or teams, whether in real-time or asynchronously, to ensure everyone is on the same page.
❗Real-time notifications:
 Stay informed with notifications for mentions, replies, and overall team activity, so nothing slips through the cracks.
🧵 Assign threads:
 Enable visibility and accountability by assigning threads to specific team members.
✅  Status tracking:
 Stay on top of tasks or action items and updates with comment statuses.
In-App Commenting in Groups:
Seamless Collaboration on Rate Approvals
: Sales and revenue teams can now tag teammates for rate approvals and coordinate more effectively.
Document Displacement Discussions
: Conduct in-depth conversations around displacement and ensure they are captured and saved directly within the relevant quotation.
Check on Status with @mentions
: Easily check on the status of any potential group by @mentioning teammates to get quick updates.
Active Conversations in Groups List View:
 Quickly find quotations with ongoing conversations directly from your Groups list view, making it easy to keep tabs on key discussions.
In-App Commenting in Planning:
Reduce Meetings, Save Time
: Streamline discussions on forecasting and budgeting with real-time or asynchronous commenting to cut down on time spend in meetings.
Google Sheets-like Commenting
: Easily leave comments on specific data points within your planning sheets—just like in Google Sheets—to ensure precision and context.
Strategic Sidebar Conversations
: The commenting sidebar helps facilitate in-depth, strategic discussions without interrupting your workflow.
Monthly View of Conversations:
 Easily identify forecasts or budget months with active conversations directly from the monthly view, so you can stay aligned on the big picture.
With these new commenting capabilities, your team can collaborate more efficiently, stay organized, and reduce the time spent on meetings and back-and-forth communication. We’re excited to see how this improves your workflows! 🙌
Questions? Feedback? We always love hearing from you! Please click on "Help" at the bottom of your left-hand nav menu and send us a message
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