Turn a quote into a multi-page PDF with your logo, your colors, and a clear price comparison.
Updated May 19, 2026 · 6 min read
A proposal is what you put in front of the customer to win the deal. Broker Forge generates a branded PDF that explains the offers, compares against current cost, and tees up the signature.
Anatomy of a proposal
Every proposal has the same skeleton:
Cover — your logo, the customer's name, the date
Current situation — who they're with now, what they're paying
Offers — the rates you're recommending, side by side
Annual cost comparison — projected first-year spend at each rate
Next steps — how to sign, what happens after
Disclosures — required PUCT language, plus anything you add
The AI sections (situation summary, next steps) are draftable but always editable. You ship a human-reviewed document.
Step-by-step
Start from a quote
Build a quote in the quote builder. Once the rates and margins are set, click Generate proposal. The platform jumps to the proposal builder.
Screenshot coming soon
1Sections panel — drag to reorder2Live PDF preview
The rates from the quote pre-populate the offer cards. Reorder them by dragging — the leftmost offer is the "recommended" one and gets a colored highlight in the PDF.
Screenshot coming soon
1Leftmost = recommended offer2Drag handle on each card
Drag offers to reorder. The leftmost gets the recommended badge.
Customize copy
The situation summary and next-steps blocks come pre-filled. Click into either to edit. Keep the customer's specific context in mind — a one-meter retail customer reads differently than a multi-site manufacturer.
Apply branding
Branding inherits from Settings. To override per proposal — different color, alternate footer, no logo — toggle Custom branding in the right panel.
Screenshot coming soon
Branding panel — overrides apply only to this proposal.
Generate and send
Click Generate PDF. The platform renders the document (typically 4–8 seconds for a standard proposal, longer for many offers or many meters). Preview, then Send. The customer gets an email with the PDF attached and a link to view it in the browser.
Screenshot coming soon
Generated proposal — branded, paginated, with a stable URL for revisits.
Tips & gotchas
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Comparison rate matters
The annual cost comparison only works if you've entered the customer's current rate somewhere — usually parsed from a recent bill. Without that, the proposal still generates but the "savings" callout is hidden.
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PDF rendering uses real browsers
The proposal is rendered with the same headless browser used for portal scraping. If you see a "render failed" toast, it's almost always a one-off blip — retry, and contact support if it happens twice in a row.
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Templates are coming
Right now every proposal is built from the same skeleton. Custom proposal templates (industry-specific, multi-language) are on the roadmap. If you have a specific template you'd like to see, let support know.
