How to Print a Quote in Quote & Apply

Reid Tattersall

9/8/2021 · 1 min read

Click the print icon (shown below) to generate a PDF report comparing any or all of the following products: accidental death, accumulation indexed UL, guaranteed UL, protection indexed UL, protection variable UL, term, return of premium term, and whole life. Print option

If you don’t want to include certain product types, uncheck the product type before printing the summary. Disable product types

The PDF will look like this: Example PDF

You can also print the list of products on the quote step.

Screenshot of Print Button Here’s an example of the PDF. Quote PDF Image

Reminder that you can always share the link to the eApp with the customer instead of printing PDF reports via the share icon:

If you want to hide specific carriers, click the “Compare Carriers” button and then click the trash icon next to the carriers that you want to hide.