Quote and Application Template Creator

Quick Actions

Edit Quick Actions

Quick Actions Sort A to Z Sort Z to A

1 Application Details

Finance Company

This field is required

Originator Group

This field is required

Originator Product

This field is required

Load Previous Version

2Application Layout

Template Layout

Form (Mandatory)

Add Content Column on Left

Add Content Column on Right

Progress Settings

Show progress percentage icon

Show progress bar indicator

Layout Example

3 Application Set Up

Create your application by selecting the amount of steps for each section. On the next page you will be able to add your form fields and other content to these steps. We've made a start by adding the default amount of steps for each section.

New Customer Flow
Existing Customer Flow

A Quote Set Up

Step

Step Title

Step Description

Step Title

Step Description

Step Title

Step Description

Step Title

Step Description

B Offer Page Set Up

Step

Step Title

Step Description

Step Title

Step Description

C Handover Set Up

SocietyOne

Step

Step Title

Step Description

Step Title

Step Description

Step Title

Step Description

Latitude

Step

Step Title

Step Description

Step Title

Step Description

Step Title

Step Description

Step Title

Step Description

Continue Save Cancel

Changes Saved

Attention

Add To Favourites

Add To My Sites

Alert

Alert

Edit Quick Actions

Actions to add

Actions added

Quote and Application Template Creator

Quick Actions Sort A to Z Sort Z to A

1 Application Details

2Application Layout

Layout Example

3 Application Set Up

A Quote Set Up

Step

Step Title

Step Description

B Offer Page Set Up

Step

Step Title

Step Description

C Handover Set Up

SocietyOne

Step

Step Title

Step Description

Latitude

Step

Step Title

Step Description

A Quote Retrieval

Step

Step Title

Step Description

B Offer Page Set Up

Step

Step Title

Step Description

C Handover Set Up

SocietyOne

Step

Step Title

Step Description

Latitude

Step

Step Title

Step Description