Life Insurance Quoter - Function on Lead Screen?

[JorgeDamien]

I'm looking to have a life insurance quoter built into the lead screen. In essence, when speaking with a client I want the ability to pull certain info from the lead screen such as postal code, age, and a couple of additional lead fields to generate a life insurance quote. I can provide some mock screens to further define the project. I would also need the ability to add or remove insurance carriers from time to time as well as email the quote to the lead.SHAREit

[esforim]

Hi Jorge, sound like you want to create this rather than get help/tip on creating this function? If you want someone to create this function for you, you probably want to go in the Job section: https://forum.espocrm.com/forum/job-offers-requests

If you want help then you need to write what you stuck on.