How to Enable Purchasing

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All Products created within the platform are able to be purchased if desired by the Product Owner. 

To enable purchasing of a Product, there are two steps:

1. In the Quoting event, there is a toggle for "Allow this quote to be purchased." Make sure this option is turned on. You will also need to set up a Policy Form in the product configuration in order to send Policy Documents for the newly purchased policy.


2. In the Configuration tab, under 'Policy Management,' the Payment Options and Payment Schedule are available. This allows you to choose whether your customers should be making a one-time, full term payment, or if the total amount can be broken up into smaller monthly increments.  Screen_Shot_2022-05-18_at_9.47.30_AM.png

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