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This article has a training video for notes & document | proposal notes | notification and marking options in COMPAS Go.
Notes & Documents
Notes & Documents, found under the Action menu, allows a user to add a Notes and Documents to configured lines. Notes & Documents cannot be added to Standard Product Lines.
Proposal Notes
Proposal Notes, found under the Action menu, show up in the Proposal. Global Notes, once created will show on all the Proposals because it is a “Global” Note. Quote Notes is quote specific. Important information pertaining to the quote is added to the Proposal. No reason to edit a proposal in Word.
Notification & Markings
Notification and Markings are found under the Action menu in the Shipping screen!
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