Add or edit a quote or estimate note manually – WorkflowMax

Before you begin

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

To add a note manually to a quote or estimate:

In the Business menu, select Quotes.
On the Quote Manager screen, All Quotes tab, drill down on the quote number of the quote that you wish to add the note to.
On the quote details screen, select the Notes tab.
On the Notes tab, click + Create Note.
In the New Note dialog, add the details of the note. For more information about each field, see the Data fields reference section below.
Save your changes.

To edit a quote note or estimate note:

In the Business menu, select Quotes.
On the Quote Manager screen, All Quotes tab, drill down on the quote number of the quote that you wish to edit.
On the quote details screen, select the Notes tab.
On the Notes tab, drill down on the title of the note you wish to edit
In the Edit Note dialog, edit note information, as required. For more information about each field, see the Data fields reference section below.
Save your changes.

Field	Description
Title	The note title. For example: Client signoff
Phase	Use the phase Phases 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. phases are specific to each job, so if you create phases for one job they will not be available to another job. Job templates can contain phases and those phases can be pre-populated with selected tasks, costs and milestones. field to group all notes on a specific topic together. Either select an existing phase from the drop-down list or create a new phase by typing in a name. Any existing phases are listed below the Save button on the Notes tab, and you can select the phase name to view notes in that phase.
Description	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?