Adding Notes

Before you begin

• Ensure you are logged into the Elda(Chrome) ReoQuote Application.  See our article Getting Started with ReoQuote for more.
  
  

The Notes Tab

Within the Notes Tab you have 3 sections to enter any notes regarding the selected quote. The section on where you enter the note, will depend on the where you would like the note to be displayed. You can select to have the note visible in either scheduler or on a delivery docket (once the quote has been committed to a schedule). Otherwise you can opt to have the note displayed on the quotation only.

Ensure to save the quote once any required notes have been added