Navigating the Quoting Tool

Navigating the Quoting Tool

Learn about the different tools and features of the quoting tool

ABOUT

Welcome to Navigating the Quoting Tool!

Learn about the different tools and features of the quoting tool, to become familiar with the work space and start building proposals! 

Who should take this course?

This course is recommended for all Certified Broker Partners who have access to the quoting tool.

Topics we'll cover include: 

  • The different Quoting Tool settings and options you can set when building a proposal

CURRICULUM4 min

  • Let's Get Started!
  • Navigating the Quoting Tool
  • Next Steps
  • Satisfaction Survey

ABOUT

Welcome to Navigating the Quoting Tool!

Learn about the different tools and features of the quoting tool, to become familiar with the work space and start building proposals! 

Who should take this course?

This course is recommended for all Certified Broker Partners who have access to the quoting tool.

Topics we'll cover include: 

  • The different Quoting Tool settings and options you can set when building a proposal

CURRICULUM4 min

  • Let's Get Started!
  • Navigating the Quoting Tool
  • Next Steps
  • Satisfaction Survey