Presentations Explained

No video selected.

Here is the blank presentation template:
p1

The General tab shows the sales rep, for how many days the Presentation is valid, and sales tax options:
p2

The Shipping tab shows the customer’s shipping address.
p3

You can search for a product and add it to the presentation by clicking Find Product.
p4

You can create a new product to add to the presentation by clicking Create Product.
5pe

After inserting a product, you can edit the products, title, description, quantity, price, etc.
6pe

Here is the Product Details tab:
7pe

Here is the Prices tab:8pe

This is the design tab of the Presentation. This shows what the customer will see after it’s saved.
9pe

Related Links

Last updated: June 12, 2020

Can't Find The Answer You Need?

We are here to help you every step of the way. Why not contact our team?

Contact Us

Required

Required (if you are not affiliated with a company, write N/A)

Please include a valid phone number.

Please include a valid email address.

Please write a subject for your message.

Please leave a message.

Invalid Input

AIM Logo Black © 2020 AIM Smarter, Limited. All Rights Reserved. Company Reg No. 05225734 aimsmarter.co.uk

AIM Smarter, LLC
7th Floor, 32 Eyre St
Sheffield City Centre

Sheffield
S1 4QZ