1. In your Bridge Dashboard, double click the Sales Automation Suite icon.
  2. Click the Quote Forms tab.
  3. Click the New Quote tab.
  4. Using the Location dropdown menu, select the location for the template.
  5. Select if you want your form to be Personal (home, auto), or Commercial (businesses).
  6. Select a Quote Template.
  7. Fill out the inputs. You must fill out at least the required inputs to save the quote.
  8. Select a status for the form using the Choose status dropdown menu.
  9. Click the Save button.
  10. Use the buttons under the Export column to assign the quote, email the quote, print a PDF of the quote, edit, or delete the quote.

Last updated November 22, 2019