Send generated documents to a customer once your templates are uploaded - see Set up document templates if you haven't done that yet.
Send lender product quotes
Open the application.
Expand the lender panel, to the right of the application.
Select up to three lender products.
Send the quote document to the customer.
Who can do this: anyone with the Templates → Document → Access permission.
Where the data comes from
Tags pull from the application. The rate, fees and repayments come from the lender product you've selected. A document is only as accurate as the application behind it - a wrong figure is usually wrong data, not a broken template.
If a document comes out wrong
Tag and template problems all have the same short list of fixes - see Fix common template issues.