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Presentations help sales reps showcase product ideas to their clients. To put it simply, you use them to "present" product options. Learn more about when you should use a presentation and what they can do for you.
On this page:
Presentation overview
Presentations are the best sales form to use if you need to:
- Show your client their product options
- Communicate with your clients to better understand what they need for their event or opportunity.
With presentations, you can:
- Source products from various databases, including ESP and SAGE
- Add artwork charges to each item
- Choose your preferred presentation style
- Use comments to start a conversation with your client
You can send presentations as a live link or a PDF form. If you have offered the live link, your client can reply to your comments and even create their own sales order with the Smart Gallery style!
Learn more about all the different customizations for your presentations!
FAQ
- Should I always start with a presentation?
- Can the supplier see my presentation?
- Can I make a copy of a presentation?
Should I always start with a presentation?
No, you don't have to! Depending on what kind of information the client needs, it may not be necessary to start with a presentation. Your client may need more specific pricing for their order, or they may already know what they want. If that is the case, you can skip the presentation and create an estimate or a sales order instead.
There is no way to work backward in a project without deleting later sales forms or copying a form to a new project. That means that you won't be able to create a presentation if you have already made an estimate or sales order.
Can the supplier see my presentation?
Connected suppliers receive notifications when you use their products on a presentation, so they can make recommendations or offer assistance. Just like a Collaboration, the supplier can only see four pieces of information:
- Your company name
- The product
- The project's event type
- The industry assigned to the client
We don't show the supplier any sensitive information, such as the client you're working with or the pricing you're offering.
Can I make a copy of a presentation?
Yes! A presentation can act as a template that you and your team members can copy into a new shop or project.
