Appulate release 06/27/19

Quote cover letter

Market users now can send a quote cover letter to their agencies directly from Appulate.

Sometimes you need to provide additional information in the proposal to the agency, for this reason, we’ve implemented a new feature to enhance better communication in Appulate and save your time.

1. To send a quote cover letter, click the Release button on the RFQ interface.

2. In the Send Quote Cover Letter window, write your email message (a quote is already attached). You may also choose your template: a default one or a custom template created on the Setup > Email Templates page.

3. To send your quote cover letter and release the quote to the agency, click the Send button. Please note that a quote will not be released until this letter has been sent.

This feature has been implemented only for markets and requires a prior configuration. To take advantage of it, please contact us at sales@appulate.com.