Client Sharing & Delivery
Share recommendations through secure links, proposal exports, and presentation mode — all generated from one source case.
Why Client Sharing & Delivery?
Secure Share Links
Send client-facing links with controlled access so teams can review recommendations without emailing large attachments.
Proposal Book Delivery
Publish the same case as a polished document when the client wants a board-ready leave-behind.
Presentation Mode Handoff
Move from prep to live meeting without rebuilding content in separate slide software.
Benefit Guide Follow-Up
Generate an employee-facing guide from the same recommendation once leadership signs off.
Revision-Safe Sharing
When case data changes, regenerate outputs from the same source so shared materials stay in sync.
Broker-Controlled Storytelling
Decide which chapters, comparisons, and recommendations clients see for each delivery format.
How teams deliver today
Before the meeting
- ●Build the recommendation once in the case workspace
- ●Select branded output: proposal book, deck, or guide
- ●Regenerate after edits so every version stays aligned
- ●Share secure links instead of forwarding attachments
During and after review
- ●Walk through plan differences in presentation mode
- ●Hand off a proposal book for committee circulation
- ●Provide an employee-facing guide for enrollment rollout
- ●Keep every stakeholder on the same recommendation set
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ First proposal free • ✓ Cancel anytime