DripJobs Help Center

Mobile: How to Add Notes in a Proposal?

In this article, you will learn how to add notes in a proposal from a mobile device.

Written by David Arteaga

Updated over 2 months ago

1. Start from the 'Sales Pipeline'

Start from the 'Sales Pipeline'

2. Click on 'In Draft'

Click on 'In Draft'

3. Click on 'View Proposal'

Click on 'View Proposal'

4. Scroll Down and Click on 'Notes'

Scroll Down and Click on 'Notes'

5. Define Which Type of Note You'd Like to Add

Define Which Type of Note You'd Like to Add

6. Click on 'Add'

Click on 'Add'

7. Type Your Desired Note

Type Your Desired Note

8. Click on 'Save'

Click on 'Save'

9. See the Note Being Added from the Proposal Builder

See the Note Being Added from the Proposal Builder

See How It Would Look Like from Your Customer's End

See How It Would Look Like from Your Customer's End

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.