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Insurance
Contracts Using the Quote UI

Contracts Using the Quote UI

You can create a contract using the quote UI, which is built with Lightning Web Components.

  1. Navigate to the quote for which you want to create the contract.
  2. In Actions, click Create Contract.
  3. Review the group information displayed and click Next.
  4. The proposal is generated. This will take a couple of minutes.

    You can now download a copy of the contract or email the contract to the email ID listed in the account associated with the opportunity.

 
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Salesforce Help | Article