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WEBINARS

Webinar: Introducing Custom Proposal Templates

Onboarding Employers Made Easy

June 25, 2025
1 PM EST / 10 AM PST
Learn how to create client-ready proposals in seconds.
 
Our new feature lets you create custom templates and export directly from PlanYear.We'll cover

-Apply your branded templates to make consistent Excel or PDF files
-Generate client-ready proposals in seconds using your preferred        template format
-Maintain brand and field consistency across all clients
-Include custom disclaimers and branding 

In our webinar, we'll walk through building your template so you can spend more time on your clients, not reformatting spreadsheets. 

Register now!

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Case Study

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