Email Quote Letters

You must rate the quote and choose a company before you can email a quote letter.

There are certain system requirements to this feature such as having an email client installed on your machine. Many web-based email systems will not be able to use this feature.

  1. Click File.
  2. Click Email Quote Letter.

The Choose Letter Template window appears.

field description
Letter Template
  1. Click the Icon.
  2. Click the letter you want to send.
Signature
  1. Click the Icon.
  2. Click the signature you want to appear on the quote letter.
Broker Fee Detail
  1. Check the box to "Include Broker Fee Detail" if applicable.
  2. Click Continue.

The quote letter appears. Edit as necessary.

  1. Click the X to close the letter.

The email appears with the quote letter attached.

  1. Personalize the email.
  2. Click Send.

Return to Quote Letters.