Quote Proposal OmniScript

This OmniScript isn't meant to be used alone. It's called by other OmniScripts or UIs in the Property & Casualty Application Suites. They are:

• Homeowners Quote OmniScript

How It Works

The Quote Proposal OmniScript takes the quote data (created by previous steps in the flow that uses this OmniScript), creates a quote proposal document, and makes it available for emailing to the proposed customer either as a PDF or as a Word/PowerPoint document.

What's in It

The Quote Proposal OmniScript structure looks like this in the Visual Design Studio.

The components are:

1. drGetTemplateId

   • Component type: Data Mapper Extract Action

   • What it does: Gets the document template that the OmniScript will use to create the quote documents.

   • Calls: ins_ExtDocumentTemplateId_QuoteProposalOS

2. setRequiredValues

   • Component type: Set Values

   • What it does: Maps values for elements that will be used to create and populate the document contents

   • Calls: None

3. setGenerationOptions

   • Component type: Set Values

   • What it does: Maps values for elements that will be used to create and display the document files in different formats

   • Calls: None

4. generateDocument

   1. GenerateDocumentWord

      • Component type: Custom Lighting Web Component

      • What it does: Uses Vlocity CLM to generate a Word document

      • Calls: vlocity_ins__clmOsDocxGenerateDocument

   2. EmailWordDocument

      • Component type: Email Action

      • What it does: Creates a button that on-click emails the Word format quote document to the specified contact list, in this case %proposalRecipientEmail%

      • Calls: None

   3. EmailPDFDocument

      • Component type: Email Action

      • What it does: Creates a button that on-click emails the PDF format quote document to the specified contact list, in this case %proposalRecipientEmail%

      • Calls: None