Export Options
Export professional proposals in 10+ formats. PDF, Excel, PowerPoint, HTML web reports, and shareable links—whatever your client needs.
Why Export Options?
PDF Reports
Generate polished PDF proposals with your branding, perfect for email attachments and printing.
Excel Workbooks
Export detailed spreadsheets with all plan data, rates, and calculations for clients who want to dig deeper.
PowerPoint Presentations
Create presentation-ready slides for client meetings and enrollment presentations.
Interactive HTML
Generate web-based reports clients can explore interactively in their browser.
Shareable Links
Create secure web links to share proposals without sending files. Track when they're viewed.
Bundle Downloads
Download all formats at once as a ZIP bundle for maximum flexibility.
All Available Export Formats
Ready to Try This Feature?
Start your free proposal today and see the difference.
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