How to Download Data Capture Forms in SolutionBuilder

63 views 18/02/2020 25/11/2021 0

You can download data capture form documents on the results screen. To get to this section, you will need to do a quote then click ‘Save Benefit’ and ‘Quote Now’.

Once you’re on the results screen, you will need to select the provider and product you would like the data capture form for by clicking ‘Alternatives’.

Now you have selected a provider, click on the menu button (the white box with the three horizontal lines), and in the drop-down you will see ‘Quote Details’ – here you will find the form which can be downloaded as a PDF.

Was this helpful?