Enabling Purchasing

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Purchasing Overview

Line forwarding is often used to get a quick quote.  If the price and terms are acceptable the customer continues with the process.  In this example, the second line is used to order reports.

Product Configuration for Purchasing

Set up two or more lines.  If the purpose is a quick quote the first line will have a minimum number of questions to get a reasonable quote.  The second line will have all the questions in the first line plus additional questions for report ordering, price refinement, and coverage selections.


How to Configure Purchasing


In the product, click "Events & Actions," then click the appropriate event.


Under "Purchasing and policy issuance", click the "This quote cannot be purchased" slider. The slider changes to green and displays "Allow this quote to be purchased."

If a policy document is to be created, select the document under "Issue a new policy using form":


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