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welcome to creating a commercial quote proposal in this video youll learn how to create a commercial pre-filled quote proposal using a policy or application and send it to a customer so lets get started to create a quote proposal youll need to navigate to the customers documents tabs then click on add and select quote proposal this will open your quote proposal in a new window youll need to enter a document name in the field next youll select a line of business and the respective policy or application this proposal is for from the drop-down menus please note that you cant create a quote proposal if you dont have an applicable policy or application please also note that once you select the policy or application the rating state will be locked in based on the information contained in the policy or application if youd like to add additional lines of business you can click the plus sign you can click remove to delete any lines of business that may have been entered incorrectly onc
