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Critical Information Summaries


Introduction

In many countries it is a legal requirement to provide a Critical Information Summary (or Consumer Information Summary).  This is a PDF document that is attached to a Service Plan or Serivce-Addon, this document details the contractual obligations of both the service provider and the customer.

The QuoteCloud will automatically embed the Critical Information Summary into a Sales Quote when a Service Plan or Service Plan Addon is used.  This feature guarantees that your legal obligations and duty of care have been met when issuing a Sales Quote to a customer.

Adding a Critical Information Summary PDF document to a Serivce Plan

To add a Critical Information Summary document to a Service Plan, create or edit an existing Service Plan.  

Click on the Content Libraries menu on the Sales Quote Dashboard, and select the menu option Plans.

A window will appear displaying the available Service Plans, as illustrated below.

To add a Critical Information Summary PDF document to a Service Plan, click on the Edit button on the right of the corresponding Service Plan. (or create a new Service Plan).

Click on the Add button under the label Consumer Information Summary.

Select the PDF file from your local drive, and upload.

Click on Save Changes.

Adding a Critical Information Summary to an Add-on.

Add-ons are available with Service Plans and Mobile Device SKU's. When an Add-on is used in a sales quote, QuoteCloud will automatically embed the Critical Information Summary in the price section of the sales quote, (if a Critical Information Summary is available).

To add a Critical Information Summary PDF document to an Addon, edit of create an Addon.  

Click on the Content Libraries menu on the Sales Quote Dashboard, and select the menu option Addons.

Create or Edit an Addon to view the Addon window (as shown below).

Click on the Add button under the label Consumer Information Summary.

Select the PDF file from your local drive, and upload.

Click on Save Changes.

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