Notes

1. Scroll to the notes section below the subtotals section.

2. Click the Add button to display the popup.

3. Enter note content in the space and click Save

Please note:

Notes sync two ways between monday.com - this means that notes created against the quote in the estimating system are created against the linked quote in monday.com and vice-versa.

Notes are created automatically when performing certain actions such as revising, duplicating and changing status.