Creating Quotes on the Portal

New Quote Request

1. Start by selecting the "Invoice Overview" tab on the sidebar.

2. Click on the "New Quote +" button in the upper right corner.

3. Search for your seller and buyer using either the company name or external identifier (VAT number, national identifier etc...).

4. Add the invoice details.

5. Click on "Get cover quote" button to submit the quote request.
6. Your quote will be processed and shown in one of the tabs in the Invoice overview page.
7. If the quote was "Refused", it will be in the Archived tab.
8. If the quote was "Quoted", it will be in the Quoted tab.

9. You may now manage your covers from within the portal.