You can add internal notes to every proposal you create. The feature is a great way to jot down key reminders or action points for you and your colleagues.

Add an Internal Note

Step 1. Create and complete a proposal

Create and complete a proposal within the 'Create a Proposal' tool.

Step 2. Add a note 

Within the internal details section, you can add an internal note.


Step 3. Send proposal

Fill out the rest of the details and hit send or save as draft! 


Step 4. Viewing your notes

Internal notes will appear when you hover over the blue information icon on your proposal dashboard.

Did this answer your question?