Quote Document and Email

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 screen, click the arrow-down button
   
   

   Open

   

    

2. Click Generate Document button

3. The PDF can be found at 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 document Account’s Documents tab

How to send quote email

In Quote Summary screen, click Send Document button

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