Add or edit a quote or estimate note manually

Before you begin

You can only add or edit a note to a quote or estimate if you have the Financial Privileges > Quotes privilege selected.

Add a note

To add a note manually to a quote or estimate:

1. In the Business menu, select Quotes. A list of all quotes or a  filtered A filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right.  list of quotes is displayed.
2. Drill down on the quote number of the quote that you wish to add the note to.
3. On the quote details screen, select the Notes tab.
4. On the quote details screen (Notes tab), add the details of the note. For more information about each field, see the Data fields reference section below.
5. Save your changes.

Edit a note

To edit a quote or estimate note:

1. In the Business menu, select Quotes. A list of all quotes or a  filtered A filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right.  list of quotes is displayed.
2. Drill down on the number of the quote that you wish to edit.
3. On the quote details screen, select the Notes tab.
4. Drill down on the title of the note you wish to edit.
5. On the quote details screen (Notes tab), edit note information as required. For more information about each field, see the Data fields reference section below.
6. Save your changes.

Data fields reference

Field	Description
Title	The note title. For example: Client signoff
Note	The information you wish to include in the note. For example: Client has agreed to 53 swipe card readers to be installed. Can we please arrange for signoff?
Folder	Use the  folder Folders allow you to organise your job tasks, milestones, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Folders are specific to each job, so if you create folders for one job they will not be available to another job. Job templates can contain folders and those folders can be pre-populated with selected tasks, costs and milestones.  field to group all notes on a specific topic together. Either select an existing folder from the drop-down list or create a new folder by typing in a name. Any existing folders are listed below the Save button on the Notes tab, and you can select the folder name to view notes in that folder.