Quote Sheet

Quote Sheet is used to view the information of the case regarding the quote.
The following are the steps to access the Quote Sheet:
1. Navigate to the ‘CASES’ tab where you’ll find the Cases List – All Cases.
2. Click on any case to proceed.

3. The profile’s ‘Dashboard’ will open. Click on the ‘INFORMATION’ option.

4. The Information page will open. Hover the cursor over the option icon located on the left side of Quick Notes, which has three dots.

5. There will be three options displayed:
a. Full Profile
b. Quote Sheet
c. Ins. Quote

6. Click on the ‘Quote Sheet’ option.

7. The Quote Sheet pop-up window will open. The information on this page is read-only; users cannot update the information from this page. This page will display the Basic Information of the case.

8. This page also displays the ‘Other Information’ section. Click on the ‘Cancel’ button to close this page.