Steps:
From the Dashboard, click the purple Create Proposal button located under Start a Task.
Upload new policies, or select files already in Coverflow by clicking My Uploads. Once you’re done, click Continue.
Note: You can create multiple types of proposals featuring one or many policies.
Enter a name, select the template you'd like to use for your proposal, and click Continue.
Your Proposal is now generating. You may leave this page and run concurrent tasks while we process your Proposal. You will also receive an email notification when it’s ready.
Once your proposal is completed and you're ready to view your results:
Select the proposal you'd like to view in the Tasks section at the bottom of the Dashboard or the My Files page via the left sidebar.
You will have also received an email notification with the link to your proposal.
Once you are inside of the proposal, you can view the preview of your document on the right side of the screen.
On the left side of the page, you can use our AI Assistant to pose questions, generate client-ready emails and documents, and make edits to your proposal before exporting your file.
Click Download Proposal in the top right hand corner of the page to export your proposal and share with your clients.