Internal notes in Quotes

I want to store notes that are only visible to my team at a task level, in a text box similar to the description, in the edit page of the quoting tool.

This will help me:

  • Keep track of subcontractor bids that I may or may not be using to bid

  • Provide insights/context to new hires when they build their own quotes using the cost catalog

  • Keep track of details that don’t need to be shared with the client but are helpful to me when I need to refer back to the quote throughout the project

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Quote

Date

9 months ago

Author

Quinn MacHattie

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