Feature
Proposal book export: a renewal book that looks like it took a week.
Pick your chapters, set the recommendation, choose a design — Planlined lays out the whole book from the case data you already entered. No slide decks. No copy-paste. No stale numbers.
- Composition
- Auto-composed
- Chapters
- 5 chapters
- Preview
- Live preview
From your case data
Toggle any page off
Updates as you edit
Inside the book
Every page is built from your case data.
Financials reconcile to the premiums you entered. Comparisons pull from the plans in your sheets. Change a contribution and the paycheck page changes with it.
Page 1 of 7Every line of coverage — current vs proposed vs alternate — with the employer and employee split.
Compose it in four steps, watch it render live
Content
A chapter outline with page counts. Drop the pages you don’t need, reorder the rest.
Recommendation
Name the proposed path and its alternates — the book highlights them throughout.
Design
Your logo, colors and cover treatment. Save it as a version you can reuse next renewal.
Export
PDF for the meeting, a client screen for the room, HTML for the follow-up email.
Live preview · updates as you edit
Inputs and outputs
What goes in, what comes out.
You bring
- The approved case: plans, rates, contribution settings and enrollment.
- The recommendation: the proposed path and its alternates, which the book highlights throughout.
- Your logo, colors and cover treatment, saved as a design version you can reuse next renewal.
You get back
- A proposal book PDF: cover, program financials, benefit comparison, multi-year projection, strategy, paycheck math and a signature page.
- An Excel workbook with plan comparison sheets per benefit type, plus Contributions, Projection and Deductions sheets.
- A client screen for presenting the same book in the room.
Every accepted file type and export format is listed on the integrations, exports and API page, and the one-page summary of what Planlined is and is not lives on Planlined product facts.
When to use it
Where it fits in a renewal.
- The renewal committee meetingHand the committee a book whose financials reconcile to the quoted premiums and whose strategy is written out in plain language.
- The finance follow-upSend the Excel workbook when someone wants to check the contribution and projection math behind the pages.
- Next year's renewalStart from the saved design version so the next book opens already branded, then drop or reorder chapters for the new case.
What it does not do
- It does not produce PowerPoint or Word files. The book exports as PDF and Excel, and meetings run from Present Proposal.
- It is not a quoting engine. The premiums in the book are the ones in the carrier documents you uploaded.
Proposal book questions
What formats does the proposal book export to?
PDF and an Excel workbook. The PDF is the leave-behind; the workbook carries the plan comparison, contribution, projection and deduction sheets.
Can I remove proposal book pages I do not need?
Yes. The builder shows a chapter outline with page counts. Drop the pages you do not need, reorder the rest, and watch the live preview update as you edit.
Does the proposal book update when the case changes?
Yes. Financials reconcile to the premiums you entered, comparisons pull from the plans in the case, and changing a contribution changes the paycheck page with it.
Your next renewal meeting, already designed.
Build the case once. Planlined writes the book.