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 can select multiple quotes and combine them into a single view for easy comparison. You also have the option to adjust the face amount or other editable fields before adding them to a Quote Proposal for email or print.
After selecting your quotes, click 'Add Selected' to create the Quote Proposal. Then click 'View' to see all selected quotes grouped together in one place.
From the Quote Proposal page, you can email or print the quotes for your client. To share with your client, simply email the proposal to yourself from your Navigator account. You can then send or forward it to your 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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