Each quote in your account has several note fields you can use to capture additional information about the entire quote or its quote items. Taking notes in these fields can reduce risk and response time if you re-quote the part in the future, as well as communicate information to your buyer that may otherwise require a phone call or email.
In this article
- Quote-level notes
- Quote item-level notes
Quote-level notes are accessible from the build-a-quote page, below the account and contact information.
Internal notes are only visible to members of your team within Paperless Parts. Whatever you type here will not be visible to the customer and will always live with the quote, making this a great spot to keep track of key decisions or information you may want to reference in the future.
You can also access internal notes from anywhere on the build-a-quote page by clicking the sticky note icon in the navigation bar. This can be useful when you're working within a quote item and need to capture something relevant to the entire quote.
Preview a quote's internal notes from the Quotes page by clicking the sticky note icon next to a quote's number.
When a quote comes in through your Smart RFQ form, the internal notes field will be populated with information about the contact that submitted the quote and any information that doesn't map directly to a field on the build-a-quote page. The image above is an example of internal notes from a Smart RFQ submission.
If your team has a standard set of internal notes that need to be captured for each quote, you can set default internal notes from the Settings Page.
Customer-facing notes will appear on the digital quote in the "Quote notes" section.
If your team has a standard set of customer-facing notes that need to be captured for each quote, you can set default quote notes from the Settings Page.
Quote item-level notes
Quote item-level notes are accessible from any expanded quote item in the build-a-quote page. Notes that are visible to the buyer are located below the part number and revision and above costing, while internal notes are located below all pricing information.
Tip: Use the jump-to button and select Lead Times to quickly navigate to the bottom of a quote item.
If your team has a standard set of part-specific customer-facing notes that need to be captured for each quote item, you can set default manufacturer's notes from the Settings Page.
How can I check if my notes will be visible to the buyer?
Each notes field has an eye symbol next to it that indicates whether or not the notes are customer-facing. An open eye means that the notes are customer-facing while an eye with a line through it means that the notes are only visible to team members in your account.
Can I edit quote notes for a quote that I've already sent?
Once a quote is marked as sent (i.e. all quotes marked "Outstanding", "Lost", or "Accepted"), any notes fields that are visible to the buyer will be locked and can no longer be edited. That includes:
- Customer-facing notes
- Part description
- Manufacturer's notes (customer-facing)
Internal notes (including the internal manufacturer's notes for each quote item) stay editable even after a quote has been sent. That way, your team can capture any important information that may have come up in the planning process or even when manufacturing the part.