Highlight the quote you wish to Export. From the drop down menu under ‘Select’, click on Export in either the Auto or Home quote. IBQ will export the quote and invoke your Hawksoft with that customer information.
You will receive a message in IBQ stating the quote has successfully been exported.
To open that quote in Hawksoft, you need to:
Step 1: Go into the Hawksoft Online environment.
Step 2: Browse to the \\tsclient\c\haw\transfer folder. You can find this by going to File, Insert, and then Import.
Step 3: Double click on the file called “hawksoft.CMSACORDXML”.
Step 4: This will launch Hawksoft’s quote importer.
If any of the Hawksoft steps do not work, please contact Hawksoft to confirm export settings.