How to Share Quotes with Clients

Reid Tattersall

10/5/2023 · 1 min read

Quote & Apply allows you to share a custom link with your customer so they can finish the application on their own.

Within Quote & Apply > click the Share icon to view the customized URL to the eApp which can be sent to the prospect. Share icon

Within BOSS, click the “Share” button to obtain a link that can be sent to the prospect. Share within BOSS