Are you predominantly in charge of quoting for clients, agents, or prospects? Do you usually not list included charges or name of the carrier in the quotation? It can be very frustrating to constantly change such properties/details when issuing numerous quotations a day. To avoid such redundant work, each user can easily set their default quotation settings with just a few clicks.
Set your default quotation setting to save time
Posted on 12/02/2019 in Did you know?