How To add global notes to all the quote that I create?

This article describes the steps involved to add global notes for all the quotes created by user in COMPAS Go.

1. Login into COMPAS Go with valid credentials

2. Create a new quote and add line items or open an existing quote with line items.

    Create new quote -  

    Open existing quote - 

3. Make the quote as editing as  or 

4. From the action menu, expand the proposal notes and click on the "Global Notes"

5. On clicking, the following screen pops up for the user to modify. On clicking on "Save" button, it is applied to all future quotes.

Note: Global Notes stay on the current and all future proposals.