Add notes to a tender

Notes let you keep your thinking next to the tender: who to call, what to check in the documents, whether to bid. Add one from the tender page or from your watchlist. If you are on a Business team, your teammates see your notes too, so everyone knows where a bid stands.

Add a note

From the tender page:

1. Open the tender and select Add to watchlist if it says that. Once it reads Watching, a notes panel appears further down the page.
2. Type in the box labelled "Add a note".
3. Press the send button, or use Ctrl+Enter (Cmd+Enter on a Mac).

From your watchlist:

1. Open your watchlist.
2. On the tender you want, select Notes at the right of the card to open the thread.
3. Type your note and send it.

Who can see a note

• You can always see your own notes.
• Your team can see a note if you were on the team when you wrote it. On a team, the thread shows "Visible to your team" and the box reads "Add a note: your team can see this".
• Nobody else can see your notes. They are not public.

Notes you wrote before joining a team stay private to you. Your colleagues' notes appear alongside yours in time order, with their first name and the time they were written.

Teammates are told

When you add a note, teammates receive an email with your note and a link to the tender, unless they have turned off TenderSignal emails. A quick note about a deadline or a clarification question reaches the people working on the bid without you sending a separate message.

Edit or delete your notes

Hover over one of your own notes to show the pencil (edit) and bin (delete) icons. Edited notes are marked "edited". You can only change your own notes, and a note can be up to 2,000 characters.

Good to know

• Team collaboration is part of the Business plan. See how seats work and how to invite colleagues.
• On Business plans, the Team members panel on a tender page shows which teammates are also watching it.
• Notes are for you and your team only. They are never shown to other TenderSignal users.

You can compare what each plan includes on the pricing page.