Test in a Live Quote

Now that all the steps are done for setting up and customizing your Embedded Manufacturer Proposal Tab, you need to test it in a live quote.  Make sure to generate the proposal and make sure that the flow and appearance are the way you want it.

In the live quote, notice how the check marks appear for all items that will be generated.  Notice how the “Insert Embedded Mfr Proposal here” line remains after you insert the third-party quote and is not overwritten.  This is because the Insert function creates a new row.  It’s no problem though, because this row does not have a check mark and will not generate anything.

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