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I. Pre-requisites

Users should have “Sell quotes” permission.

II. How to purchase a quote

1. In the Quotes tab, select the completed quote.
   It navigates to the Quote Review screen.

2. Click the Accept button.
   It navigates to the Quote Acceptance screen.
   

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3. Click Purchase button
   

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4. Select Payment Options and click the OK button
   

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   Users can go to the Policy Details screen by clicking the Policy Reference hyperlink.

III. How to purchase multiple quotes

Note: only quotes with the same currency can be purchased together.

1. In the Quote Acceptance screen, if

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1. there’s more than one

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1. purchaseable quote, users can find them in the “Quotes ready for purchase” and “Other available quotes”

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1. sections.
   

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2. Click the arrow-up / arrow-down button to move the quotes between the two sections.

3. Click Purchase button

4. Select Payment Options and click the OK button.

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III. How to purchase a payment-first quote

You can refer to the link for purchasing a payment-first quote https://contemi.atlassian.net/wiki/x/NwBJgg

There is the ability to commit the payment for payment-first quote as well in the link <TBD>