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Quoting Tool User Guider Producers Effective June 2017Table of Contents Purpose3Quoting Tool Process Overview3 Accessing the Tool4 Creating a New Prospect5 Finding an Existing Prospect6 Creating a

How to fill out quoting tool

How to Fill Out Quoting Tool:

1. Start by opening the quoting tool application or website. This can usually be found on the company's official website or by searching for the tool in your preferred search engine.
2. Once you have accessed the quoting tool, familiarize yourself with the interface and the different sections or fields that need to be filled out. These may vary depending on the purpose and complexity of the tool.
3. Begin by inputting the necessary information, such as your personal or business details. This could include your name, address, contact information, company information, or any other relevant details required for the quoting process.
4. Determine the type of quote you need and select the corresponding option. This could be a product quote, service quote, insurance quote, or any other specific type that the tool caters to.
5. Provide detailed and accurate information about the product, service, or project for which you require a quote. This may include specifications, quantities, measurements, deadlines, or any other information that will help the tool generate an accurate and comprehensive quote.
6. Review and double-check all the information you have entered to ensure its accuracy. Mistakes or incorrect data can lead to inaccurate quotes and potentially cause issues down the line.
7. Once you are confident that all the necessary information has been inputted correctly, click on the "Generate Quote" or similar button to initiate the quoting process.
8. Depending on the quoting tool, the generated quote may appear instantly or be sent to your provided email address. Make sure to keep an eye on your inbox for the quote or any further instructions from the tool.

Who Needs Quoting Tool:

1. Individuals or businesses involved in sales and providing quotes to potential customers benefit from quoting tools. These can include retail businesses, service providers, or organizations offering custom products or services.
2. Professionals such as contractors, freelancers, and consultants who frequently need to provide quotes for various projects can utilize quoting tools to streamline their workflow and ensure accuracy.
3. Insurance agents and brokers often utilize quoting tools to quickly generate quotes for their clients based on the specific coverage and risk factors involved.

In conclusion, filling out a quoting tool requires following a step-by-step process, providing accurate information, and reviewing before generating the quote. Various individuals and businesses that engage in sales, provide services, or deal with insurance can benefit from using quoting tools.

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