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Custom Proposal Options

Custom Inputs for Additional Coverages

Custom Inputs for Policy Limitations

Status: 💭 Planned3 comments

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Comments3

  • Caleb Conner

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    Dec 11, 2024

    I would love to have a side by side comparison option, as well as combining the PDF’s into a single proposal document. Maybe even a way for the insured to sign and accept the proposal?

  • Anonymous User

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    Dec 12, 2023

    Custom spots would be good for limitations as well (limited water, roof schedule, FLORIDA issues :) LOL)

  • David Watson

    Team•

    Dec 12, 2023

    I definitely think this is needed and doable.

    I think we should also be able to put these in templates to save time on.

    Let me do some digging and I will work on getting this on the roadmap!