Proposal Builder
Create branded, client-ready benefit proposals with interactive components and multiple export formats.
Why Proposal Builder?
Agency Branding
Add your logo, colors, and contact information to every proposal you create.
Interactive Components
15+ financial widgets including contribution calculators and plan comparisons.
Multiple Export Formats
Export as interactive HTML, static PDF, or shareable web links.
Client-Ready Output
Professional presentations ready for enrollment meetings and client reviews.
Template Library
Start from proven templates or create your own custom layouts.
Version Control
Track changes and maintain proposal history for compliance.
Export Formats
Interactive HTML
Shareable links with interactive calculators and filters
Static PDF
Print-ready documents for meetings and records
Excel Export
Spreadsheet format for detailed analysis
Live Dashboard Preview
See your proposal come together in real-time with the interactive dashboard view.
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ Free during beta • ✓ Cancel anytime