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How to Generate and submit contracts using CAPILite

This short video moves on from generating quotes in Broker 360 and shows you the next steps of generating and submitting contracts using our CAPILite functionality.

 

Key Points to Remember: 

1. When ready with a quote, you must select the "Submit via CAPILite" option to get to the supplier portal.

2. Your email must be the same for Broker 360 and supplier portal, for the CAPILite functionality to work.

3. CAPILite doesn't work if you are doing a custom quote.