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!