Proposal Builder
Build your recommendation once, then deliver it as a proposal book, a live client deck, or an employee benefit guide.
Why Proposal Builder?
Single Source Data
Comparisons, contribution settings, and notes stay in one case and feed every output format.
Chapter & Story Control
Choose which sections appear, reorder chapters, and tailor what each audience sees.
Branded Design Layer
Apply logos, colors, and cover treatments so proposals match your agency or client branding.
Multi-Output Delivery
Publish the same recommendation as a proposal book, live deck, and employee-facing guide.
Editable Narrative
Refine recommendation language, enrollment instructions, and supporting notes before export.
Repeatable Revisions
Update case assumptions and regenerate outputs without rebuilding the presentation from scratch.
Delivery Surfaces
Proposal Book
Designed leave-behind with financials, strategy, and decision pages
Presentation Mode
Live meeting view with chapter controls and private speaker notes
Benefit Guide
Employee-facing enrollment guide generated from the same case
Case Workspace Preview
This is the working surface where recommendations are built before they are published.
Ready to Try This Feature?
Start your free proposal today and see the difference.
✓ No credit card required • ✓ First proposal free • ✓ Cancel anytime