Export HTML, Markdown, and Copy for AI
Updated July 11, 2026
Alongside Print and Export PDF (slides), the Download / Export ▾ menu has three more ways to get a proposal out of the app as plain text and markup instead of a rendered page: Download HTML, Download Markdown, and Copy for AI (markdown). Each one takes the whole deck, from the cover through the closing "Your agent" slide, and reshapes it for a different job.
#Download HTML
Click Download HTML and the app builds one self-contained HTML file: every style rule inlined, your agency's brand colors and fonts embedded, no external files or network calls required to view it. It downloads with a filename built from the client's name, something like northgate-holdings-llc-proposal.html.
Because it is fully self-contained, this is the file to use when you want to hand someone a proposal they can open by double-clicking, with no app, no login, and no internet connection required. Attach it to an email, drop it on a shared drive, or send it to a client who just needs to open and read the deck on their own machine.
#Download Markdown
Click Download Markdown and the app converts every slide into plain markdown: headings, tables, bullet lists, and a final "Decisions and rules applied" section that spells out in plain language what the app did automatically (the carrier name masked, which fees were stamped, whether a comparison is included). It downloads as a .md file named after the client.
This is the version to use when you want to edit the proposal's content somewhere other than ProClose. Markdown pastes cleanly into a text editor, a Google Doc, an email body, or any tool that reads plain text, without carrying along any of the deck's visual styling to fight with.
#Copy for AI (markdown)
Click Copy for AI (markdown) and the same markdown conversion goes straight to your clipboard instead of downloading a file. No file to find and reopen, just paste.
Use this when you want to hand the proposal's full content and math to an AI chat assistant, along with the context of what was auto-applied, and ask it questions or have it draft something around the proposal. Copy it, then paste directly into the chat.
#Which one to use
| You want to | Use |
|---|---|
| Send a proposal someone can open on their own, no app needed | Download HTML |
| Edit the proposal's text somewhere else | Download Markdown |
| Paste the whole proposal into an AI chat for questions or drafting | Copy for AI (markdown) |