Make it easy for clients to see their quote proposals!

Where can I find Quote Proposal:

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To Access Quote Proposal:

  • Login to Dashboard
  • Step 1: Create a new quote or open an existing quote 
    • Ensure you have completely filled out the information and select "Review & Pay"
  • Step 2: Select "Save as PDF"
    • Automatically download a Quote Proposal PDF

Note: To print the quote proposal, simply open the PDF and go to File > Print.

How does Quote Proposal help?

Give your small business clients a complete look at their proposed quote.

 
Over the last few weeks, many agents like yourself had given us feedback that our digital Quote Snapshot was simply not enough to meet your clients' wants and needs. Insurance is a promise, and you need a clear and easy-to-understand way to show that to your clients. We're humble enough to admit when something doesn't work, so we've been working hard to fix this. First of all, thank you so much for your continued feedback! Please keep it coming as we work to improve our product and your experience within it. Secondly, we are excited to announce that a new version of Quote Proposal is live and in the Coterie Dashboard!
 
Quote Proposal gives you a way to share a PDF that features all the information related to your client-specific quotes easily in a print-ready format. We'll continue to refine the proposal over the coming weeks so keep an eye out for more updates!

What does Quote Proposal look like to me?

 

What does Quote Proposal look like to my customers?