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Read a carrier quote into the form.

Paste the quote text or upload carrier PDFs, one or several. What the reader fills in, what it leaves blank, how several carriers become options, and what happens to the files afterwards.

Screen recording, 0:15, captioned. It shows a labeled quote pasted in and read into the form, the line it does not recognise listed rather than guessed, and the carrier file switch that stays off. The PDF reader is the same review step and is not filmed. Fixture agency and a fictitious client, recorded by driving the real app; the written steps below are the same procedure.

  1. Paste labeled lines

    The paste box reads labeled lines: Named Insured, Quote Number, Effective Date, Total Premium and the rest. Press Fill form from paste and the fields it recognized land in the form.

    Lines it does not recognize are listed under the box as leftovers. They are shown rather than mapped, because a wrong field is worse than an empty one.

  2. Or upload the carrier PDF

    Choose the file and press Fill form from PDF. The reader copies what is printed on the quote into the form. It does not guess: a value the document does not state stays blank, and a blank is where you look first. Choose up to six PDFs at once to compare carriers: lines for the same coverage from different carriers become options, and the client picks one when they accept.

    Instructions for the reader is an optional note read with every PDF, such as which lines to include or that two quotes are options. Where it conflicts with the quote, your note wins; anything neither states still stays blank.

  3. Review before you save

    Read the filled form against the quote in front of you, the same way you would check a colleague's work. Nothing that came out of the reader has reached a client at this point, and nothing will until you send.

  4. Decide what happens to the file

    An uploaded carrier quote is stored for 90 days and then expires on its own. Letting the client download it is off by default, and it should stay off unless you mean it: the original can carry dates of birth, vehicle identification numbers and loss history that a proposal does not need to show.

Next

If this did not cover it, write to hello@proposalwolf.com and say which step stopped working. The rest of what support can do is on the support page.

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