Navigation:  Clients > Client Functions > Add Client Quotation

When  in a Client record, click from the side function menu to add a new quotation for a client (multiple Quotations may be added to a Client. This area should grow quite large as this is the core Underwriting business). This will take you to a new Quotation screen.

 

Note: The Client and Contact information will automatically be entered. For further information, refer to the Quotations module.

 

 

Fill in the Quotation Details in the Main Window and click to save data. (See also the Quotations Section).