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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

  5. Alternatively, users can find and download quote document Account’s Documents tab

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

[Seamless Help Center]