Messer Financial Group

To send the client a quote in My MFG when viewing the plan's results, please complete the following steps :

3. Click the printer icon on the top left 

4. Change the destination field to SAVE AS  PDF  

5. Attach doucment to e-mail and send to client

How To Send Quote To  Client

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.