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.
Need more help with this?
Don’t hesitate to contact us here.