Quotes and Proposals

How it works

Send a Quote/Proposal

Add a new quote and send it via email and/or SMS. The customer will receive a link to access their proposal, including documents and the quote, and will have the option to accept the proposal..

Step 1

Customer Review

When the customer receives the quote, they can choose to accept or reject the proposal. If they reject it, Insurance Sales Tracking will prompt them to provide a reason. If they accept, they will have the option to submit the payment.

Step 2

Sale Review

Depending on your settings for auto-creating sales and receipts, Insurance Sales Tracking will automatically convert the quote into a sale and add it to that day’s sales. You will receive email and instant online notifications to follow up.

Step 3