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welcome to the ezu course about creating quote proposals and SOI templates in this course you will learn how to set up and generate a commercial quote proposal and summary of insurance template within the easy links management system please keep in mind the first portion of this video is intended for management system admins so lets get started well Begin by reviewing how management system admins can set up settings for quote proposals and SOI templates to navigate there hover over the settings icon and click on proposal SOI templates here you will be greeted by a sleek and intuitive interface the default selection will be the cover page in the quote proposal document on the left youll find a template drop down which allows you to switch between the quote proposal and the SOI templates under that youll see the list of pages included in the document on the right side of the screen you will find the preview draft button where you can instantly visualize the appearance of the cover pa