How to leave notes on individual proposals from within the Bid Leveling tab

The ability to add notes to proposals from within the Bid Leveling tab is helpful when you have added plugs (or adjustments) to a submitted bid. Use notes to explain why an adjustment was made so that, if necessary, you and the project team can reference this information at a later time. 

Notes are only visible to you and the project team. Notes are not visible to the subcontractor who submitted the bid. Additionally, you have the option to include notes when exporting information from the Bid Leveling tab.   

Want to learn more about Bid Leveling? Check out our 3-minute video.

To add a note 

Find the company whose proposal you want to leave a note on. Find the field you’d like to leave a note for and click on it.



The selected field will expand. Click on “Leave a note” to start typing.



Once the appropriate details have been added, click on “Enter” to save your note. 



You will be able to see the note by hovering over the field into which the note was written.




To export Bid Leveling information with notes

From the Bid Leveling tab, click on "Export."

Next, click on "Export with Plugs" to start the export. The document will automatically download to your computer.