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If users are looking to display quotes for a particular broker, please see the Quotes Tool
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| title | Accessing the Client Quotes Screen - Click here to expand... |
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- From the Client menu, select Quotes.
- From the sidebar, select Client then Quotes.
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| title | Copying a Quote - Click here to expand... |
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Quotes can be copied. Copied quotes allow users to view multiple variations of a possible deal (e.g., repayments over different time periods or repayments with varying residuals). After the quote is copied, the Quick Calculator dialog will be displayed. Surplus quotes can then be deleted. - Select a quote from the Client Quotes list.
- Click the Copy button. The quote is copied. The Quick Calculator dialog will be displayed.
- Modify the current quote details.
- Click the OK button. The copied quote appears in the Client Quotes list.
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