The best way to email or print quotes in Navigator is by creating a 'Quote Proposal' for the client based on a quote or multiple quotes. This is done by clicking the 'Quote/Apply' Button in Navigator, then clicking a specific quote to 'Resume'. Scrolling down under 'Recent Quotes' will be your 'Quote Proposals' list.
You are able to select many quotes to combine them for easy comparison. You can also change the face amount or other editable options to add to the 'Quote Proposal' to email or print. Once you select the quotes, click 'Add Selected' to create the 'Quote Proposal' view. You can then click 'View' to see all the selected quotes grouped together as the 'Quote Proposal'. This page also allows you to email or print the quotes for the client.
Instructions:
Select Quotes: Check one or more quote results to add to your proposal.
Add Your Selections: Click 'Add Selected' to add your selected quotes to your proposal. A new proposal will be created the first time. You can add as many quote results as you like.
View Proposal: When ready, click 'View' to open your proposal. From there you can edit, download or email it.
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