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1. Introduction
After being created, a quote doesn’t have any document by default.
Quote The quote Document is manually generated in PDF format.
It shows the details of the product, period insured, sum insured, deductible, and premium, etc.
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Before you begin
Users should have the permissions of:
View documents
Generate documents
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2. Generate quote document
In the Quote Summary
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screen, click the arrow-down button
Click the Generate Document button
The PDF can be found
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in the Quote Documents section on the right-hand side
Click on the document to download it
Alternatively, users can find and download quote
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documents Account’s Documents tab
You can upload a PDF document to the quote with the Upload Document function Documents
3. Send quote email
In the Quote Summary screen, click the “Send Document” button
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The email can be sent to the Account’s email or the Seller’s. This depends on the setting for Quote Email Recipient.