Quotations PLT : Edit Quote Notes in COMPAS Go

This article explains the steps for the "Quotation personnel learning track" users to edit quote notes in COMPAS Go. 

Quote Notes are used when special comments need to be posted inside a proposal reports. Quote Notes stay with the quote. 

1. Login into COMPAS with valid credentials

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

    Create new quote -   or  Open existing quote

3. Make the quote as editing as 

4. Expand the proposal notes from the action menu and click the quote notes as shown above. 

5. On clicking the above option, the screen pops up for the user to modify the quote notes.

6. Users can create a Quote Note in word.  Then copy and paste the note into Quote Notes.