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.

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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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