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Word & Brown User Guide
User Guide for WBQuote
WBQuote User Guide
Introduction
Introduction
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1. Dashboard
1.1 Left Navigation
1.2 Notification Banner
1.3 Information Bar
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2. Quote Details
2. Quote Details
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3. Census
3. Census
3.1 Census Defaults and Required Fields
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4. Coverage: Quote Type – Carriers and Plans
4. Coverage: Quote Type – Carriers and Plans
4.1 Quote Type
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5. Coverage: Quote Type – Packages
5.1 Quote Type
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6. Package Set Contribution
6.1 Set Contribution Tab
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7. Package Assign Plans
7.1 Assign Plans Tab
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8. View Product Line Selections
8. View Product Line Selections
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9. Export Quote
9. Export Quote
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10. Plan Maintenance and Quoting Rules
10.1 Packages
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11. Additional Messaging
11. Additional Messaging
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