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This article explains the steps for the "Quotation personnel learning track" users to create quote notes in COMPAS Go.
Quote Notes are used when special comments need to be posted inside a proposal reports. These comments are located in the header of the proposal report.
1. The Editing Status must be in the "ON" position for the quote with line items
2. Go to Actions and click on Quote Notes.
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3. This will open up the Quote Note Window.
This window provides Undo and Redo, Font Formats, Bold, Italic, position placement and indentation. Users can type in the quote note. The layout - format used will transfer to the proposal. Quote notes are found in the header area before the bill of material. Create the quote notes and click save. Save will close the window. Clicking on close will close the window. To import text, the users can copy and paste the text content into the quote notes window and edit as required.
4. Feeling creative? Users can copy and paste text from another source. Your email or a word doc. Make your notes stand out for important information.
5. The quote notes will look like this in the Proposal.
