I saw on a youtube video that custom modules were created for insurance (and possibly carriers but I think they just changed vendors) and on the layout they had a button called "Create and Track Submissions.

This tab brought up a pop up where they could pick a vendor and include attachments and notes of the insurance premiums offered.  I  believe that once finalised (it had a finalised button in the pop up)  you could then print out the list.  

Does anyone know how this could be done?  I have searched and searched but cannot seem to find anything slightly relevant.

Thanks.