Introduction
After being created, a quote doesn’t have any document by default.
Quote Document is manually generated in PDF format.
It shows the details of product, period insured, sum insured, deductible, and premium etc.
Pre-requisites
Users should have the permissions of:
View documents
Generate documents
How to generate quote document
In Quote Summary page, click the arrow-down button
Click Generate Document button
The PDF can be found at Quote Documents section on the right hand side
Click on the document to download it