Start a quote

Modified on Wed, 06 Nov 2019 at 09:23 PM

We allow you to start the quote process for your client via three very simple ways on the homepage:

1.    The first approach is to search an existing customer

2.    The second is to create a customer profile first by starting to type a name and then selecting 'create new customer'

2.    The third is by clicking 'get quote' and bypassing the customer creation step by only providing minimal information with         name of customer being requested before issuing the quote.

Search an existing/create new customer or start a quote without providing name by clicking the green button:

Step 2 for an individual customer:

Step 2 for an organisation, company or charity customer:

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