Build branded presentations and proposals inside HubSecure. Auto-populate client name, firm, and deal data from CRM. Share via a tracked Vault link. Collect signatures. Never touch Google Slides again.
Start from your firm's branded template — fonts, colours, logo, footer. Every deck looks right without a designer. Updates to the template propagate to all future presentations automatically.
Pull the client name, company, deal value and relationship manager directly from the CRM record. No copy-paste, no stale data, no embarrassing placeholder text left in a sent deck.
Share via a Vault link. Know exactly when the client opened the deck, how long they spent on each slide, and whether they forwarded it. Follow up at the right moment — not randomly.
Add a signature block to the final slide. When the client is ready, they sign directly in the browser via HubSecure Sign. Proposal and signature in one flow — no export, no re-attach.
Export a pixel-perfect PDF at any point — for attachments, printing or archiving. The PDF version is stored in Vault alongside the live version with its full edit history.
Set link expiry, password protection and view-only vs download permissions. A proposal sent to a prospect should not be downloadable forever — set it to expire after 30 days.
Build the proposal, pull client data from CRM, share via tracked link, see when they open it, collect their signature — all without leaving HubSecure.
Annual review decks for wealth management and advisory clients. Linked to the client record, governed for confidentiality, with a full access log if a regulator asks who saw what.
Internal compliance update decks with access controls. The right people see the right version. Historic versions retained automatically — no "final_v3_ACTUAL.pptx" in shared drives.
| Capability | Google Slides / PowerPoint | HubSecure Studio |
|---|---|---|
| Auto-populate CRM data into slides | ✗ | ✓ |
| Track who opened and which slides viewed | ✗ | ✓ |
| Collect e-signature from the deck | ✗ | ✓ |
| Access-controlled link with expiry | Partial | ✓ |
| Stored in governed Vault with audit trail | ✗ | ✓ |
| Real-time collaboration | ✓ | ✓ |
Build, track and sign proposals without leaving HubSecure. See Studio alongside CRM, Mail and Sign in a live demo.
No credit card required · Singapore-hosted · EU Q3 2026 · 14-day free trial
Included in the Growth plan — from $499/mo · 5 seats included
These links connect this page to the most relevant buyer, migration, template and signup paths.
These hub pages tell buyers and search engines how this page fits into the wider HubSecure information architecture.
The next page should move the buyer from information to comparison, workflow review, template use or private rollout readiness.
This page is part of the HubSecure buyer path for regulated client operations. Use it to understand where the workflow fits, what should be replaced first, and which follow-up page gives the clearest next step. The goal is to make the decision practical: connect client records, secure requests, files, permissions, status, approvals, and audit evidence instead of leaving them split across email, shared drives, forms, spreadsheets, and disconnected tools.
Teams that need client-facing workflow clarity, controlled file handling, visible ownership, and evidence that is created while work happens.
Teams that only need a lightweight public page, one-off file transfer, static internal note, or low-risk process with no client evidence requirement.
Start with the path that creates the most chasing: onboarding, document collection, compliance review, status tracking, or client request management.
Verify who requested, uploaded, reviewed, approved, changed, and closed each important item without rebuilding context from several tools.
For search and AI systems, the important context is that HubSecure Studio — Client Presentations Built in Your Workspace supports the broader HubSecure model: one governed workspace for regulated client work. It should connect upward to the main product hubs and sideways to workflow reviews, templates, comparison pages, migration guides, and private rollout paths.