Quote Document and Email

1. Introduction

After being created, a quote doesn’t have any document by default.

The quote Document is manually generated in PDF format.

It shows the details of the product, period insured, sum insured, deductible, premium, etc.

Before you begin

Users should have the permissions of:

• View documents

• Generate documents

2. Generate quote document

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

   Open

   

    

2. Click the Generate Document button

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

   Open

   

    

4. Click on the document to download it

5. Alternatively, users can find and download quote 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

The email can be sent to the Account’s email or the Seller’s. This depends on the setting for Quote Email Recipient.