How can I edit my existing Quote Notes for the quote that Im working?


This article describes the editing of quotes notes. 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 -  

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



Article ID: 96
Last updated: 12 Nov, 2021
Revision: 5
Manage Quote -> How can I edit my existing Quote Notes for the quote that Im working?
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