Formatting & Sharing Your Presentation

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  1. Click the Design tab to see the presentation as your customer will see it.
    DesignShare p17
  2. Here is the Design view. There are several options on the left column that you can check and uncheck.
    DesignShare p18
  3. This is the cover page option. If you would like a cover page, check the box. Then, check off the design of the cover page. If a cover page is not needed, then uncheck the box.
    DesignShare p19
  4. Choose to include/not include addresses on the presentation.
    DesignShare p20
  5. Under Product Display you have several options to show and hide various details, including Prices, Additional Charges, Notes, Product Images, Additional Details and Decimal Places.
    DesignShare p20
  6. After you are finished with the design of the presentation, hover over Next and choose your next step. You can save & close, print, send via email, copy to quote, generate sales order, etc.
    DesignShare p24

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Last updated: June 12, 2020

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