One you have gotten to the Select Plans page of a quote and have added the plans to the cart, we can then move to the next step, which is emailing it.
In the bottom right hand side of the screen, when the shopping cart is on the right hand side, there is an orange proposal button.
Click that.
It should bring us to a page like the one below. (Appearance varies by product type)
Once you have picked the Proposal Type and the Proposal Style on the left hand side, you can email the proposal.
Click "Email proposal" on the right hand side.
This window should appear.
The email you added will auto fill on the top. The from section will have your email.
You can change the Subject line and the body of the email to your liking.
Then just click "Send your message" in the bottom right.
If you have any additional questions you can reach Customer Service Monday-Friday 6am PST-5pm PST at 866-478-6848 option 1.