From your landing dashboard, choose Proposal, or choose a client from your Client Page and choose proposal.
Then choose the type of client facing document you'd like to produce. In this case, we'll choose "Renewal Review".
Choose the prior year's policy as well as the new policy. Click "Continue", give the document a name on the next page before clicking "Create Proposal" in the bottom right corner. The platform will take a couple of minutes to analyze the policies and create a document.
The resulting page is a fully editable document which you can also chat with to make edits or ask questions of the document. Once you have completed making adjustments, you can then export to your organization's templated proposal document.