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How to add an internal note to a proposal

Understand how to add internal notes to proposals in GoProposal for team reference.

Written by Russell Henderson

Step 1 - Create the proposal

  1. Create a proposal as usual.

  2. Generate the fees for your client.

Step 2 - Add the internal note

  1. Complete the company and client details.

  2. Scroll to the Internal Details section.

  3. Enter your internal note in the provided field.

  4. Save the proposal as a draft or send it when ready.

Step 3 - View internal notes

  • Internal notes appear within the proposal details.

  • Click into the proposal from your dashboard and then into the timeline tab. You will see your internal note here

The system will store your internal note with the proposal and will be accessible to your team for reference.

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