Personalized Proposals

Personalized quote proposals in four simple steps

Create custom quote proposals quickly. Combine multiple policies, add a cover sheet with one click, and include personalized videos for client guidance.

Upload multiple quotes to compare

Make complex quotes simple by combining all policies into one clear, navigable view.

Add client details

Enhance your proposal with client details, creating a tailored and compelling pitch that stands out.

Create a proposal in seconds

Use AI to generate a proposal cover sheet comparing multiple policies.

Add a cover sheet and email

Insert your cover sheet into both your proposal and emails seamlessly.

Manage Multiple PDFs in One Place

Easily upload either a single quote or multiple quotes at once, allowing you to manage multiple PDFs in one packet.

AI Generated Cover Sheet

Create a one-page proposal cover sheet, refine its content, and include it in your document packet.

Video Guide for Complex Policies

Add personalized video walkthroughs to help clients easily navigate complex policies.