Create Quotes

Pre-requisites

Users should have the permissions of:

• View quotes

• Sell quotes

How to create a quote

1.  Open an Account

2. Navigate to Quotes tab

   

3. Click Create button

4. [Optional] Select Sales Channel to filter products by channel

5. Select a Product

   

6. Fill up Q&As form.
   The Next button is only enabled when all the mandatory fields are filled up with valid data.
   

   

7. Click Next button to proceed to Quote Review page where it shows Premium and Cover breakdown.
   

   

8. [Optional]
   Back button: back to Q&A page
   Back To Quotes List button: back to Quote List page

9. Click Accept button, the quote is added to Quotes Ready For Purchase cart.
   Here users can create another one without having to get back to Quote List page. Other Products section provides quicker access to Q&As form.