An overview of adding custom notes to a proposal
The custom notes field on the proposal tool can be used to communicate selling points on the proposal as well as send information to the Ui.Marketing team when submitting the proposal into an order. The custom notes functionality is available on all proposal products and can be customized to meet individual campaign needs. The below article outlines the different functionality of the notes tool and how it displays on the PowerPoint Export
Notes within Line Items
Under each line item in your proposal, you have a tab for Notes. Use this area to have notes included on the PowerPoint export or sent to the Ui.Marketing team when submitting an order.
This is not a required field, and users can decide to include or not include this in the proposal.
Notes on the PowerPoint export
Once all text is entered, click "Download Proposal" to see the notes added to each line item within the PowerPoint export.
- Each campaign has its own text field and will be broken out by campaign on the PDF.
- To remove a note from the PowerPoint, go back to the edit proposal page and remove the body text or remove directly from the PowerPoint itself.
- If there is no body text on the notes field, it will not display in the PowerPoint.
Submitting the Proposal into an Order
Once you submit the proposal into order, this information will be sent to the ticket to communicate with the Ui.Marketing team. Once the proposal has been sold, you will no longer be able to save new notes to the proposal.