How to share quote with customers?

This article describes the steps for sharing the quote in COMPAS Go

1. Log into COMPAS Go with valid credentials.

2. Select a the quote that need to be shared from the recent quote in the home page.

3. Go to Actions and click on "Share Quote"

4. If text message is selected, the following window is available for the user.

This window provides the user to share the quote either by email or text message.

Note: For text message sharing, COMPAS go supports only USA phone numbers.

5. If share via email is selected the following is available for the user.

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