Quickstart: your first proposal

Updated August 20, 2026

This is the fastest path from a cold sign-in to a finished, exported deck. Every step links to the deep article if you want more detail.

Click one of the two demo account buttons on the sign-in screen, Alex Carter (agency owner) or Jordan Reyes (producer). Either works for this walkthrough. See Signing in and user roles.

#2. Open the builder

From the Proposals page (where you land by default), click Build proposal from call in the page header. The builder opens right there, headed Build a proposal, subtitled "Pull the call, pull the client, drop the policy." See The Proposals page.

#3. Drop a quote, or click a sample

If you have a carrier quote PDF handy, drag it onto the drop zone, or click it and pick the file. If you do not, the builder offers two sample buttons that build a full demo deck instantly, no PDF required: Sample: new business (a new-business risk for Northgate Holdings LLC) and Sample: renewal with comparison (a renewal for Riverbend Storage LLC, which also demonstrates the side-by-side comparison). See Build a proposal from a carrier quote and Try it with the sample proposals.

If you want to see the real parser at work rather than a seeded sample, the drop zone also links two real, downloadable sample PDFs you can drop straight back in. See How ProClose reads a PDF.

#4. Review the options step

Before the deck builds, a step titled "Your vault weighed in. Anything else?" shows you what your Vault knows about this risk (a market match, if one exists) and a list of anything flagged by the coverage gap scan. Check the boxes for anything you want to appear on a Recommendations slide, then click "Looks good, build the deck." See The pre-build options step.

#5. Build

Click Build proposal. A short animated checklist plays while the deck assembles, reading the documents, hiding the carrier name, adding your agency fee, running the coverage gap scan, then the finished deck opens in the presenter view. See The three ways a proposal gets built.

#6. Make one edit

Click Edit under Work on it in the side panel to enter edit mode (the button relabels itself Editing). Click any headline, table cell, or line item and type to change it directly on the slide. When you are done, click Done or click Edit again to exit. See Edit slides on the canvas.

#7. Print to PDF

Open the side panel's Menu handle if it is not already open, then find Print or Export PDF (slides) under Download. Either opens your browser's native print dialog, where you can save as a PDF for an email attachment or an in-person leave-behind. See Print or save as PDF.

That is a complete proposal, start to finish. From here, explore Building proposals for the two-PDF comparison flow, or The proposal deck for a slide-by-slide tour of what you just built.