Bind coverage

Procedure

  1. Select the proposal in the navigation sidebar.
  2. Click Begin Binding.
  3. Select the quote or quotes to include in the binder.
  4. Click Begin Binding.
    The status of the proposal is now Request Bind.

    You can cancel the binding by clicking Revert to Sent.

  5. Complete any fields and forms that are required by your configuration.
  6. Click Generate Binder.
    The Binder Sections appear in the navigation sidebar. Included under that are the sections configured for your system and likely include a cover letter and the binder PDF file.
  7. Optional: Add comments to the cover letter.
  8. Optional: Complete additional forms as necessary.
  9. Required: Ensure that the proposal contains all of the sections and documents and only the sections and documents that you want included in the binder.
    You cannot add or remove sections or documents from the preview. You can include or exclude sections and documents from the PDF; however, excluded sections and documents are still included with the proposal, as separate attachments.
  10. Click Send Binder.
    This opens a preview; it does not immediately send the binder. You will have the opportunity to make changes before actually sending the binder.
  11. Optional: In the Proposal Binder review window, make changes as needed.
    1. Drag and drop sections to change the order of binder sections.
    2. Use the add icon () to add sections from the Additional Documents area to the binder.
    3. Use the detach icon () to move sections from the binder to the Additional Documents area. Items in the Additional Documents area are still part of the binder; they are simply sent in a separate email rather than being included in the PDF. If you want to remove any document or section, you must click Close and go back to the previous screen.
    4. As you change the binder sections and documents, you can click Preview to see an updated preview.
    The preview on the right is a standard PDF window with standard PDF tools including download and print.
  12. Once the binder is complete and correct, click Send to send the binder.
    If you want to go back and make changes to the binder, click Close.
  13. Select if you want to send a standard, custom, or no email notification.
  14. Optional: If you select Yes - Custom, a standard email window opens. Complete the email and click Send or Save Draft.

What to do next

For more information on Additional Documents, refer to Additional documents and sections.