• Under the Proposal Tab the user will see Proposal Version Accordions. 
• Prior to Submission, all Quote Responses will start with a Version 1 - Draft.  Only after submission will the user be able to create additional versions.

Initiate Proposal Version Input

• Click Import PDF
• The import PDF modal will appear and guide the user to import via their Org's available method (OCR, XML, Manual Entry). 
  • If an OCR template has been enabled, a user must use this method for input.  This is to enhance the overall Quote-LinQ experience for you and the Producer.   
  • Trust but Verify:  Please note that whatever method data gets imported into the proposal form, it's incumbent on the end user to validate information. 

• Follow the Proposal Stepper to ensure the data is accurate and complete.
• The associated PDF is available for viewing via the link at the top right.
• If Version 1 is in Draft the PDF can be replaced by clicking Import PDF and it will start the process over and overwrite all data.  

• Contingencies
  • A new step has been added in the Proposal Stepper and will be stored with each Version.  The latest version will adopt the prior version's contingencies for incremental updates.
  • In the stepper, the PDF viewer will be displayed on the right of the screen so that the user may easily view, copy and paste desired contingencies into the proposal version.  

• Save Version 1 as Draft
  • If you Save as Draft then the Quote will not be submitted to the Producer but all information imported and verified will be saved. 
  • The Quote will remain in the New or Underwriting stage.  
  • Be sure to come back and Submit Quote in order to share the proposal with the producer.

• Submit Quote
  • Upon any submission a familiar Confirmation screen must be reviewed and completed.

• Note that the "Proposal Status" field has been updated with new language.
  • The field is now labeled  "Is this version firm?"
    • Values include:
      • Yes (Firm)
      • No (Illustrative)
  • This field will only be pre-populated if the proposal was completed as "Firm" in the Proposal Stepper.

View / Edit Proposal

• In the Workspace view or edit the proposal thru the:
  • Edit Proposal Link under the Version
  • Accordion expand / collapse (read only view)
  • Edit Pencil in the Quote Queue (will take you the most recent version)

Adding Subsequent Versions (e.g. v2, v3, etc.)

• When a new PDF Proposal is generated for quoting, Create a New Version
  • Click Create New Version
  • You will be prompted to import the PDF and complete the Proposal Stepper