Quote my new web proposal
To quote a new Web Proposal, simply:
- find the proposal under the Dashboard tile New Web Proposals to Submit
- review the application by expanding each section of the Risk Summary Page; you can alternatively use Navigation Tabs at the top of your screen
- select Generate Quote from the Risk Summary page when ready
Once quoted, you can forward the proposal to your client using the Send Email option from the Risk Summary page. The proposal will now move to Quoted Risks on your Dashboard.
Quick tip! Quoting a Web Proposal is the same process as quoting a proposal you have created on your own. The benefit of a Web Proposal is that it is provided to you by the client, which saves you time from entering the information yourself.