When an online visitor submits a quote through the Quote Builder, a copy will be accessible for your funeral firm to access. Use the Search field to locate a particular quote.

  • Client Name – The name of the person that the quote is intended.
  • Creator – This field includes the name of the person who submitted the quote.
  • Builder Name – The quote builder used to submit the quote.
  • Sub-Total – The pre-tax total of quote.
  • Taxes – All taxes that apply
  • Quote Total
  • Actions – Your firm can convert the quote to a record (pre-arrangement or current) and/or download a PDF version of the quote.

← Activate Quote on Website Pre-Arrange Online →

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