Proposal Studio v21.9

Flexible Client / Family Proposal Engine

Proposal readinessReview

Snapshot library0 ready

Client & Adviser

Proposal type

Proposal format

Landscape uses wider pages, comparison-style cards and smarter brochure snapshot fitting.

Cover design

Inner report pages automatically follow the selected cover design.

Cover title line 1

Cover title line 2

Cover title line 3

Cover subtitle / tagline

Logo / brand text

Logo tagline / small text

Cover title contrast

Other cover words contrast

Title and other cover wording can now use different contrast styles. Extreme choices use strong shadows only — no layout boxes.

Use One client only for an individual proposal. Use Couple / two clients only when the proposal is for both spouses/partners. Add children only when the family wants to insure children.

Client 1

Client 2

Children / other family members, optional

Proposal objective

Adviser

Company

Phone

QR / digital card URL

Upload QR image optional

If you change the URL, upload the matching QR or allow the online QR fallback to load.

Product Library

Search product

Category filter

Add Custom Product

Product name

Selected Plans & Premiums

Premium validation checks Annual = Cash, except HealthShield Gold Max where MediSave may be used.

Recommendation Wording

Edit the client-friendly explanation and “why recommended” wording before export.

QA Checklist

End-of-report appendices

Use this only when you want extra A4 image pages to appear at the very end of the generated proposal.

Appendix Pages

Upload A4 image pages

Upload PNG/JPG screenshots or A4 page images. They will be placed at the end of the report.