Getting Started: Quote Proposals Questionnaire

1Primary Admin

2Agency Info

3Agents

4Domain Options

Primary Admin

Primary Admin: Name(Required)

First Name Last Name

Primary Admin: Email(Required)

This will be the primary email address for your account.

Agency Information

Agency Name(Required)

Agency Phone(Required)

Agency Logo

Not required now, but we will want to add your logo asap to best brand your agency and match the website colors to your logo colors.

Drop files here or

Max. file size: 1 MB, Max. files: 1.

Agents

Only enter the agent's phone number if its different than the primary agency phone number, or optionally add their extension.

We do not share or market anything to your team members.

Name

Phone or Ext.

Tagline

Calendar URL

Photos (Headshots)

If you would like your agents profile picture on their proposals, please add them here. Please make sure to name each file the name of the person so we know who's image is who's. Example filename: johnsmith.jpg

Drop files here or

Max. file size: 1 MB.

Domain Options

GravityCerts automatically creates the proposal system on our domain. We have the ability to set up your proposals on a subdomain of your choice. If you would like your proposals to operate on your own subdomain please choose your preferred method.

Examples

Option 1 on GravityCerts Domain: yourwebsite.gravitycerts.com

Option 2 on Your Domain: proposals.yourwebsite.com

Domain Options

Use GravityCerts Domain

Use My Own Domain

What is your Domain?(Required)

We will contact you using the Primary Admin Email to help configure your DNS settings for this option.

Comments

This field is for validation purposes and should be left unchanged.

Getting Started: Quote Proposals Questionnaire

Primary Admin

Agency Information

Agents

Domain Options

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