Issue the Proposal
Search for, then click the desired submission to view its profile.
Scroll to the Quote Scenarios section of the submission profile and click the desired scenario to display its Scenario window.
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Click the Medical Stop Loss Quote category link on the Scenario page.
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If necessary, calculate the scenario values by clicking the Calculate button.
Click Issue.
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Specify how to deliver the proposal as follows:
Start typing the name of the individual you want to send the proposal to in this field. As you type, ESL Office displays matching contacts. Click a name and address to select it. If there are no matches for your entry, you can type in the complete email address in the field.
If you want to carbon copy the proposal to another individual, begin typing that person's name in this field. As you type, ESL Office displays matching contacts. Click a name and address to select it. If there are no matches for your entry, you can type in the complete email address in the field. You can CC as many recipients as desired.
Specify who is sending the proposal in this field. Start typing the contact name in the field. As you type, ESL Office displays matching contacts. Click a name and address to select it. If there are no matches for your entry, you can type in the complete email address in the field. If you want to carbon copy the email sender, slide CC toggle to the right of the From field to Yes.
Enter the email subject here.
Specify the proposal type you are issuing by selecting the corresponding options as follows:
Sends a mock up of the proposal for review purposes. The mock up contains all the information and format of the actual proposal but also includes a disclaimer (text in a heading, a watermark, etc.) indicating the proposal is for evaluation / discussion purposes only, and is not a binding quote. The exact disclaimer used depends on the proposal template used by your company.
Sends the proposal as a firm offer pending disclosure.
Sends a final, locked in proposal.
The proposal is valid from the time you issue it until this date. Enter the date directly into the field in MM/DD/YYYY format or set the date using the date picker tool.
Slide the toggle to include a cover letter with the proposal.
If you want to merge any additional documents with your proposal, click Select and choose the desired documents from the list.
If you want to upload any additional documents to include with the proposal, click Upload and locate the desired documents.
Click Next.
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Enter the email message accompanying the proposal in the text block. Use the buttons across the top to control type and appearance.
Click Submit.