The template works with both the Microsoft Store edition and the desktop edition of the app. Make sure you have installed one of them.
How to use:
This insurance agency quotation template is based on the insurance agency invoice template (c3004).
This template requires an additional column, "Broker Fee", which is not printed or included in the PDF version but is saved to the database. You enter "Line Total" and "Broker Fee" manually, and the "Cost", which is the money that the agency pays to the companies that the agency works for, is calculated automatically.
The following chart shows the custom fields used in this template.
|Table name||Field name||Field type|
For each product, you can set a default broker fee, which is loaded when you choose the product (insurance) by clicking the select-a-product icon button. You can also enter a "Price" as a reference for manually entering the "Line Total".