Add an Internal Note to your Proposal

With every proposal you generate, you can create an internal note for you and your team.

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

You can add internal notes to every proposal you create to store key information for you and your team.

Step 1. Create A Proposal

Create a proposal as normal and generate the fees for your client.

Step 2. Complete The Proposal

Complete the proposal and fill out the company and client details.

You will see the option to add an internal note below these sections within the Internal Details part of the tool.

Save this proposal as a draft or send it.

Step 3. Viewing Your Notes

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

If you have any questions, please reach out to us! 😃

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