Private Notes

With Private Notes, you can keep all internal communications related to the Quote in one place – in the Question & Answers section, directly on the Quote.

You can add a Private Note as a reminder for yourself, or to alert a fellow Team Member about something important. You can include information about suppliers, important dates, or any other notes and files that are relevant to you and your team, but not necessarily relevant to your customer.

Your customers cannot see Private Notes. Only you and your fellow Team Members can see Private Notes.

Using Private Notes

There are a few variations for how Private Notes can be used. They can be added while viewing (not editing) a Quote via the ‘Private Note’ button, located down towards the bottom of your Quote view screen.

Post Private Note.png

Add a Private Note to a Quote

  1. Hit ‘Private Note’.
  2. From under the ‘Send to’ dropdown, select ‘Add as Private Note only’.
  3. Enter the text (add images or files, if required) and hit ‘Add Private Note’.

Send a ‘Note to self’

  1. Hit ‘Private Note’.
  2. From under the ‘Send to’ dropdown, select your own name.
  3. Enter the text (add images or files, if required) and hit ‘Send Private Note’.

The Private Note will be accompanied by an Email Notification and a Dashboard Message to yourself.

Send a Private Note to another Team Member

  1. Hit ‘Private Note’.
  2. From under the ‘Send to’ dropdown, select your Team Member’s name.
  3. Enter the text (add images or files, if required) and hit ‘Send Private Note’.

The Private Note will be accompanied by an Email Notification and a Dashboard Message to your Team Member.

Attach Files or Images to Private Notes

While adding a Private Note, you can drag and drop files/images from your computer directly onto the Private Note …or… you can hit ‘Add Image or File’, then browse for your files/images.