Feature

Export Options

Export professional proposals in 10+ formats. PDF, Excel, PowerPoint, HTML web reports, and shareable links—whatever your client needs.

As seen in product Launch interactive demo
Export Options feature preview

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.

How it fits your workflow

Mirror the 5-step wizard from intake to proposal.

Guided steps
1

Step 1: Type

Choose the benefit type to tailor the workflow and validations.

Step 1: Type
2

Step 2: File Upload

Import carrier files or census data to pre-fill plan details.

Step 2: File Upload
3

Step 3: Plans & Enrollment

Map enrollments and rates, or copy from current plans.

Step 3: Plans & Enrollment
4

Step 4: Contributions

Set employer and employee contributions and preview impact.

Step 4: Contributions
5

Step 5: Proposal

Generate the proposal and jump into presentation mode.

Step 5: Proposal

Workflow accelerators

Quick Actions

Quick Actions

Jump between cases, uploads, and exports without breaking focus.

Keyboard Shortcuts

Keyboard Shortcuts

Stay in flow with command palette, export, and navigation shortcuts.

Export Anywhere

Export Anywhere

Send dashboards, PDFs, or spreadsheets straight from the toolbar.

Built-in Help

Built-in Help

Inline help center keeps guidance one click away.

Data confidence, built in

Parsing, validation, and quality signals keep uploads reliable.

  • Smart Parsing

    API parser for PDFs and docs with automatic structure detection.

  • CSV Fallback

    Built-in CSV/TXT reader when external services are unnecessary.

  • Quality Signals

    Header verification and confidence flags to catch issues early.

  • Coverage Check

    Geography coverage status before committing exports.

Data Analysis modal with parsing options and quality checks

Mobile-ready and presentation friendly

Responsive layouts keep executive summaries, quick actions, and exports usable on the go.

  • Works seamlessly with the presentation toolbar and exports.
  • Sidebar controls collapse gracefully for smaller screens.
  • Keyboard shortcuts remain available for power users.
Mobile responsive layout showing executive summary

All Available Export Formats

📊CSV SnapshotQuick data export
📄PDF ReportProfessional documents
📽️PowerPointPresentation slides
📈Excel WorkbookDetailed spreadsheets
🌐Web Report (HTML)Interactive browser view
👁️HTML PreviewQuick preview
💾Case JSONData interchange
👥Employee Cost SheetPer-employee costs
📦All Formats BundleEverything in one ZIP
🔗Share Web LinkSecure shareable URL

Related Features

Proposal Builder

Customize what goes into your exports

Client Portal

Share exports securely with clients

Benefit Guide

Export employee benefit guides

Ready to Try This Feature?

Start your free proposal today and see the difference.

Get Free Beta Access

✓ No credit card required  •  ✓ Free during beta  •  ✓ Cancel anytime