Proposals and Proposler

Proposals & Proposler

Proposals turn messy carrier quotes into branded deliverables. The Proposler pipeline combines AI parsing, Azure Document Intelligence, and Word automation.

Workflow

1. Collect quotes – drag/drop PDFs into the renewal or proposal record; Quickfire hashes/stores them
2. Select pages + context – ProposalDetails.razor lets users pick the best pages, set billing terms, add broker fee math
3. Run Proposler – kicks off OpenAIPro.RefineProposalDataAsync, FormRecognitionService, and ProposalWordDocumentService
4. Review Word output – MAUI or desktop clients launch Word macros (ref/macros/pro_proposaler_updater.bas) to finalize formatting if needed
5. Send – attach SL-2/state forms, export to PDF, send via DocuSign, or email directly from Quickfire

Code map

Layer	Files
UI	src/Quickfire.Blazor/Domain/Proposals/Components/Proposals.razor, ProposalDetails.razor (+ .cs partials), Attachments.razor
Services	Domain/Proposals/Services/ProposalService.cs, ProposalWordDocumentService.cs, ExtractorService.cs, PackagerService.cs
AI helpers	Domain/Shared/Services/OpenAIPro.cs (strict schema refinement), Domain/Integrations/FormRecognition/*
Word automation	Applications/Surefire.Goodies/Proposaler/*, Quickfire.Tray/Methods/WordControl.cs for on-demand document data capture

Configuration

• OpenAI + Azure keys pulled from environment variables or Integration Key Values
• Word macros stored under /ref/macros – keep them versioned along with docs so the desktop installer picks them up
• Proposler templates live in /wwwroot/templates/proposals; update them when branding changes

Tips

• When adding new cover pages or optional content, update proposal-strict.json (schema) and sample prompts in wwwroot/prompts
• For new state forms, drop PDFs + JSON mapping under wwwroot/forms and reference them from ProposalService
• Use reference/Renewal-Data-Share to keep renewal statuses synced when proposals change status to Sent/Bound

See also: features/Renewals-and-Submissions (proposals tie directly into renewal tasks) and agents/OpenAIPro-and-Agent-Stack for the AI plumbing behind SmartPaste + Proposler.