How to Print a Quote in Quote & Apply

Reid Tattersall

9/8/2021 · 1 min read

Within Quote & Apply, a print icon will appear on the quote step which allows you to generate a PDF of the quotes.

Screenshot of Print Button

Printing is currently limited to Term, Return of Premium Term, and Guaranteed UL and also only when you are on the quote step. Here’s an example of the PDF. Quote PDF Image

Please email [email protected] if you have an idea for additional printing options.

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