How to update the Quote Letter Content

Quote Letter looks like on Page 1. To update the text on the introduction page follow these steps.

Open

When in the groups Summary page, Documents → Quote Letter Setup

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   Open

   

    

Click on QUOTE-INTRO → Use Default → Select Update Tab and enter or update the text as needed and Save.

After the save, you will see that the intro section is updated as follows.

to update other parts follow the same steps for the following sections.

1. Group Concession = Quote-Agree

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2. Terms & Conditions = Quote-Terms

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