Welcome to Vertafore Ideas!
Have an idea? Search first to see if it exists and collaborate with the community by commenting & voting to make it a greater idea.
Learn more: How to Submit Ideas
Have an idea? Search first to see if it exists and collaborate with the community by commenting & voting to make it a greater idea.
Learn more: How to Submit Ideas
Proposal builder has many capabilities beyond just creating summaries of insurance. We are looking to also use it as an all-in-one renewal document generator that will allow our Account Managers to review an entire commercial policy and all necessary renewal information (property limits, drivers, certificate holders, etc.) Please add an option to include a dynamic table pulling certificate holders.
Guest
| Product Version | Online |
