Send terms and record acceptance
Operations · Fictional Hawthorn example
Silent video; editable captions can support a future British English voiceover.

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Review the saved Quotation Overview and open Terms to check the client-facing wording.

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Mark Ready to Send confirms preparation. The email is sent in a separate action.

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Confirm preparation, then choose Send Quotation to Client.

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Check the client contact, generated Quotation and email. Send once and wait for the result.

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After the client instructs you to proceed, choose Select Quotation for the accepted option.

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Record the actual acceptance method, time and supporting instruction.

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Record Client Acceptance locks this option and starts placement. It does not bind the insurance.