Adding Notes to Bids
Bid Notes in Jaket
In Jaket, notes clarify and communicate the nuances of your Bids. To cater to different needs and contexts, Jaket allows for three distinct types of notes to be added to each Bid:
Internal Notes - These notes are for your team's eyes only. They can help in distinguishing between multiple Bids within a single Jaket and aid in internal organization and understanding.
Summary Page Notes - The first page of the Bid PDF features a summary page that includes a dedicated section for truncated notes. Notes here typically offer a concise overview, ideal for providing a snapshot of the Bid's crucial aspects.
Extended Notes - For more detailed commentary on the Bid, the Extended Notes section is available. This area provides basic text formatting options, allowing for a more thorough and structured presentation of your Bid notes.
If the Extended Notes section is left empty, the Extended Notes page will not be generated on your Bid PDF.
How to Add Notes to Your Bid in Jaket
On the Jaket details page, look for the Bids tab, which you'll find on the lower half of the page.
Navigate to the respective sections for Internal, Summary, and Extended notes. Enter your notes as needed in each of the designated areas.
Jaket saves your inputs seamlessly. As you type your notes in any section, they are automatically saved.
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