The Proposals page

Updated August 20, 2026

Click Proposals in the sidebar to see every proposal that has been built or saved in your workspace. It is the default landing page when you sign in, and it is also where you start a new one. There is no separate page for that anymore.

#What the page shows

The heading reads Proposals. The subhead changes by role: an agency owner sees Every proposal in the workspace., a producer sees Your proposals, plus anything a teammate shared with you.

Below the header is a table of rows, one per proposal: client name, owner, type (New business or Renewal), a status pill, and when it was last touched. See Save a draft and the pipeline stages for what each status pill means and how it gets set.

#Starting a new proposal

Click Build proposal from call in the page header (or New proposal on the Dashboard). Either one opens the builder, a panel headed Build a proposal with the subhead Pull the call, pull the client, drop the policy., right at the top of this same page. Pull a call, find the client, drop a quote, all of it happens there. Click Close in the builder's own header to collapse it again, or Clear form in its button row to wipe everything and start over without closing it. See Build a proposal from a carrier quote for the builder walked through end to end.

#Reopening a proposal: click a row

Click anywhere on a row and it expands in place, right where it sits in the table, showing what is known about that proposal:

  • From the call. The prospect, current carrier, next step, and who took the call, if one was pulled, with a Read the full transcript button and, when the call has been coached, a coaching summary you can expand. See Call insights, explained and Coaching notes on a call.
  • Property research. The normalized address and flood zone, if research has been run, or a plain note that it has not.
  • Deck. Whether a deck has been built yet, plus the same status pill shown in the row.
  • Client link. Shown only once a client link has been created for this proposal (never a "no link yet" placeholder before that): how many times the client has viewed it, and when.
  • From the client. The insured's answers to a client questionnaire, once they have submitted one, each answer matched back to the exact question asked.

Underneath, a row of buttons reflects exactly what that proposal has:

  • Open workspace always shows. It scrolls the builder into view at the top of the page, briefly tints it gold so your eye finds it, and confirms with a toast, Workspace loaded. \<Client\>'s draft is in the builder. A proposal with a built deck also selects that deck, so Save and Build keep pointing at the same proposal instead of starting a new one.
  • View deck shows once a deck exists, and opens straight into the presenter.
  • Copy client link shows once a deck exists, and mints (or reuses) the real, read-only client link. See Client links and view tracking.
  • Create client questionnaire link shows once this proposal has research questions to send. See The client questionnaire.
  • Share shows for whoever owns the proposal (the owner, or an agency owner for anyone's). If it was shared with you instead of owned by you, you see Shared with you, read only. in its place. See Sharing a proposal.

#Who sees what by role

  • The agency owner sees every proposal in the workspace, every producer's work, all in one list.
  • A producer sees the proposals where they are the listed owner, plus anything a colleague has explicitly shared with them, marked with a Shared by \<name\> pill next to the client name.

This mirrors the same owner-versus-producer split used across the rest of the app. See Signing in and user roles for the full breakdown of what each role can see and do.

#Saving a proposal to this list

Building a deck does not automatically put it on this page. From the deck's side panel, click Save under Send to add it here. You will see a confirmation: Saved to ProClose. "\<client\>" is in your Proposals list as a draft.

Saving is real, durable storage. Clicking Save posts the proposal to your workspace's own server, which writes it to a database row scoped to your tenant and to you as the owner. Reopen it tomorrow, from a different machine, after signing out and back in, it is exactly as you left it. If the save call cannot reach the server (you are offline, for instance), ProClose still adds the proposal to the list you see so the click never looks like it silently failed, but it says so plainly: Saved locally. The proposal only lives in this browser until you save it again once you are back online. If a proposal was shared with you rather than owned by you, Save answers instead with This was shared with you, so it is read only. See Where your data lives for the full picture of what is stored where.