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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Comments4
Erin Howard
Apr 1
•Merged request
•1 vote
Internal notes at task level on quotes
Add “internal notes” at the task level when creating a quote. Free form box that only admins can see.
Francois Jullien
Dec 11, 2025
We are planning on doing it :)
Paul Demrovski
Apr 1
•Merged request
•2 votes
Quote - internal notes
on any task should be ability to have note only visible to me. this should be related to a my quote source item. like how i got price listed as my cost. this should be only visible to me.
Francois Jullien
Mar 12
Yes, it’s something we plan on doing, and I know you asked for it a long time ago! I’ll make it happen for you, Paul :)