The outline editor
Updated July 11, 2026
If the canvas editor is for touching up a slide you are looking at, the outline editor is for working through a whole deck's content, field by field, with every slide visible as you go.
#Opening and closing it
Click Outline in the toolbar to open it. To leave, click ← Back to the deck, or press Escape.
#Two panes
The outline splits into a left pane and a right pane.
Left pane. At the top sits the Assistant thread, a small chat box for asking ProClose to make a change in plain English. See The proposal assistant for exactly what it can and cannot do today. Below the assistant is a scrollable list of every editable field on the deck, grouped by slide in the same order the slides actually appear: Cover, Client and policy information, Side by side (when present), one group per coverage table, Premium summary, Optional excess liability (when present), Binding requirements (when present), Important notice (when present), Why us, and Your agent. Each field is a plain input or text box you can click into and edit directly.
Right pane. A column of live slide thumbnails, one per slide in the deck, labeled with the slide number and its category. This is the same deck, shown small.
The pane header says it plainly: edits update the panels live, click a panel to open it full screen.
#Editing re-renders the slides live
Type into any field on the left and the matching slide updates. Most fields redraw the thumbnails a short moment after you stop typing, so the deck does not visibly jump on every keystroke. Premium and fee fields are the exception: the running total updates immediately as you type, with no delay, so you always see the correct number while you work. See Edit fees and totals for how that recalculation flows through to the side-by-side comparison.
#Click a panel for full screen
Click any thumbnail in the right pane and the outline closes, dropping you straight into the full presenter view on that exact slide. It is the fastest way to jump from "I want to check how the Premium summary looks" to actually seeing it full size.
#One shared data model
The outline editor and the canvas editor are not two separate copies of your proposal, they read and write the same underlying data. Edit a field in the outline and the corresponding text on the canvas reflects it, because the outline rebuilds the whole deck from that data every time it re-renders. This is also why outline edits are the more durable kind, they write straight into the proposal's data rather than only onto the visible slide, so they survive a re-render in a way that a freeform canvas move or retype does not.
The one exception worth knowing runs the other direction: if you edit a premium or fee line directly on the canvas, that specific edit also writes back into the same shared data, so it shows up correctly if you then open the outline. Every other kind of canvas edit, a moved block, a recolored headline, stays on the canvas only and will not appear in the outline's fields.