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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

  1. In Quote Summary page, click the arrow-down button

  2. Click Generate Document button

  3. The PDF can be found at Quote Documents section on the right hand side

  4. Click on the document to download it

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If you would like to request an article, drop us a mail at seamless.support@seamless.insure

[Seamless Help Center]