on the Quote
Summary header bar.
to move the column(s) to the Selected Columns list. To move
all columns in the Available Columns
list to the Selected Columns
list. click the
Add All button 
.
.The Quote Summary section lists all of the quotes that are associated with the selected Client. The list displays AutoRater, PropertyRater, AppliedITV, and Applied ezITV quotes.
on the Quote
Summary header bar. to move the column(s) to the Selected Columns list. To move
all columns in the Available Columns
list to the Selected Columns
list. click the
Add All button ..Note: To reset the columns to the default setting, click the Reset defaults button.
Within the list, click on a column to sort it: Click on the column once to sort it by ascending order, or click on the column twice to sort it by descending order. Drag and drop the columns in the Quote Summary list to sort them in your preferred order
From the Quote Summary section, a number of actions can be performed on the listed quotes, either by using the list buttons or right clicking on the selected quote.
You can perform the following actions on the quote from the list buttons:
to add a new Auto,
Property, or Evaluation (Applied
ezITV or Applied ITV)
quote.To learn more, take a look at the Adding an Auto, Property, or ITV, ezITV Evaluation Quote articles.
to Re-Quote
or Copy and Re-Quote the
Auto, Property or Evaluation
(Applied ezITV or Applied
ITV) quote.To learn more about the Re-Quote or Copy and Re-Quote workflows, see the Auto Re-Quote, Auto Copy & Re-Quote, Property Re-Quote, and Property Copy & Re-Quote articles.
and then click Yes
to delete the selected quote.
to access quote notes. From the Quote Notes screen you can Add, Delete, and Print
notes.
if there is at least one note on the quote.To learn more, see the Quote Notes article.
to access Document
Centre. From Document Centre,
you can print multiple documents for the selected quote.To learn more about printing documents, see the Document Centre and Printing From Document Centre articles.
Access
CSIO Application: Click the Application
button 
to access the Supplementary
Data screen. From this screen
you can enter/fill out the non-quoted data part of the CSIO Auto or
Habitational applications on the CSIO tab and modify the quoted details returned
by the quote on the Modify
Quote tab (Auto only) to
generate an accurate CSIO application.
To learn more, see the CSIO
Application article.
Note: The
Application button is only active if you are licenced
for applications, the quote is completed and there is a carrier named
in the Carrier column for the quote.
Export
to Broker Management System: Click the Export
to Broker Management System button 
to start
the integration workflow of uploading a completed quote to your broker
management system.
If your Broker Management system is either Applied TAM or Applied Epic,
the button hover text displays as Export
to Applied TAM or Export
to Applied Epic, respectively.
To learn more, see the Broker Management
System Integration article.
Note: The
Export to Broker Management
button only displays if your broker management supports integration.
You can perform the following actions on the quote by right clicking on it in the list:
Re-Quote