FAQ ID # 208
Last Update : 2012/07/06
Rating : Not Rated
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Question / Issue
How do I add a new quote letter template?

Answer / Solution

NOTE: You must have administrative rights to create a new quote letter template.

  1. Under the Administration menu, click on Edit Agency Letter Templates. 


  2. Click on Create a New Letter button. 

  3. Enter a descriptive name for the letter in the field to the right of the Create a New Letter button.


  4. Create your letter in the content editor window.  To add a field to the letter, copy and paste the field name from the Custom Field Letter Help section on the right.  Be sure to include the [ ] brackets before and after the name.
  5. When you have completed adding your new letter, click on the Save button at the bottom of the screen.



Related Links
Quote Letter Training video

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