How to create a Proposal: Additional Note(s) Pages
In this help article, we are going to walk you through the Additional Notes screen.
Written By David Watson
Last updated About 2 years ago
This applies to both the Home and Auto Proposal
If you have optional coverages and/or packages that you would like to describe to your prospect you can do so here. This will show on the individual Proposal for you.
More in How to create your first AgencyProposal
How to create your first proposalHow to create your first Proposal: Property DetailsHow to create a Proposal: Home DeductiblesHow to create a Proposal: Vehicle DetailsStill need help? Ask the team