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What your client opens.

The link, the page, the letter PDF, the question box and the acceptance record, described from the client's side so you can answer for it on the phone.

Screen recording, 0:16, captioned. It shows a client's own page read from the top: the branded header, the letter PDF, a question typed into the box and a name typed into the acceptance field. Fixture agency and a fictitious client, recorded by driving the real app; the written steps below are the same procedure.

  1. A link, and nothing to sign into

    Your client gets a link. There is no account to make, no app to install and no password to lose. The address is an unguessable token, so the link is the credential and it should go to the client rather than into a public post.

  2. A page that carries your brand alone

    The proposal page shows your agency's logo, colors and contact block. Our name is not on it, and the address bar does not carry it either.

  3. The same proposal as a letter PDF

    The page offers the letter PDF for anyone who wants to print it or forward it. It renders from the same record, so the two cannot disagree.

  4. Questions come back to you

    The client can send a question from the page. It lands with your agency and shows up in the proposal's activity, so a question asked at ten at night is waiting for you rather than lost in a reply chain.

  5. Acceptance is a typed name

    Accepting records the name the client typed and the moment they typed it, as intent to proceed. When the proposal carries options from more than one carrier, the client picks one as they accept, and the proposal shows you which. Every proposal is a summary of carrier quotes, not a policy or a binder. Coverage is not bound until the agency confirms it in writing.

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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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