Proposals & Templates

BindPilot auto-generates branded proposals from quotes. Customize templates with your agency branding and messaging.

Auto-Generated Proposals

When you select a quote, BindPilot creates a proposal PDF that includes:

1. Cover Page

   • Your agency name and logo
   • Personalized greeting (client name, effective date)
   • Summary of coverage

2. Comparison Table

   • Side-by-side carriers (optional; show all shopped carriers or just selected)
   • Premium breakdown (base, discounts, surcharges)
   • Coverage limits and deductibles
   • Carrier ratings and customer service info

3. Policy Schedule

   • Endorsements and special conditions
   • Effective date and term
   • Agent signature block

4. Terms & Conditions

   • Your agency's terms
   • Carrier disclaimers
   • How to pay

Customizing Proposal Templates

Go to Settings > Templates > Proposal Templates to customize the design.

Available Customizations

| Element | Options | |---------|---------| | Header | Upload agency logo (PNG, JPEG, PDF) | | Colors | Primary color, accent color (match your branding) | | Font | Agency name font, body font | | Footer | Agency phone, email, address, website | | Disclaimers | Custom terms text | | Comparison Type | Show all shopped carriers or only top 3 |

Template Versions

Create multiple proposal templates for different product lines:

• Standard (homeowners, auto)
• Commercial (liability, property, workers comp)
• Renewal (simpler, for renewals)

Select the template when generating a proposal.

Sending Proposals

After creating a proposal:

1. Email to Client

   • Click Send Proposal
   • Email is pre-populated with a link to the proposal
   • Client can view, download, or print
   • BindPilot tracks when they open the link

2. Print & Mail

   • Click Print Proposal
   • Send via USPS or courier

3. In-App Portal (planned Q3 2026)

   • Client logs into their portal
   • Views all proposals and quotes
   • Can request clarifications in-app

Proposal Analytics

BindPilot tracks proposal engagement:

• Sent Date — When you emailed/sent the proposal
• View Count — How many times the client opened it
• Last Viewed — When they last looked at it
• Downloaded — Whether they downloaded the PDF
• Signed — Whether they returned a signed copy (if you use e-sign)

Monitor proposal status in Quotes > [Quote ID] > Proposal.

E-Signature Integration

Send proposals for e-signature using DocuSign (planned Q3 2026):

1. Generate proposal
2. Click Request Signature
3. Client receives DocuSign email
4. Signs and returns; BindPilot saves signed copy

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