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Import Quotes

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    Making use of an Audatex or an Outsurance estimate is no hassle, as this can be imported directly from the pdf file into Veculim.

    This can be done by clicking on the Import Quote icon in the Work Menu. Once clicked, the Convert External PDF to New Quote window will be displayed.

    ImportQuote

    Select the External PDF file using the lookup (Lookup.png) button.

    Select the customer name in the Customer tab.

    Adjust any values and add items as required.

    ImportQuotes1

    Lastly, select the Insurer details and click Load quote to convert and save the import.

    Page last modified 11:27, 23 Sep 2016 by Jennifer Veculim > Quotes > Import Quotes

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