How to Customize Your SetSale Presentation
In this article, you’ll learn how to adjust and customize the presentation in SetSale to match your company's branding, messaging, and documents. This ensures you convey the correct information to your customers at the time of sale.
Step 1: Access Presentation Settings
In the left-hand navigation menu, click Settings.
Select Presentation.
This will take you to the Content tab, where you can edit the slides.
Step 2: Edit Presentation Content
You can edit the content on each slide to reflect your company's specific needs.
Edit Textboxes: Click any textbox to edit the verbiage.
Upload Documents: On the second slide, you can upload documents like your certificate of liability insurance or other accreditations.
Add Customer Reviews: Update the "What your neighbors are saying" slide with actual reviews from your customers.
Customize AI Voiceover: At the bottom of each slide, you can edit the AI voiceover script. This is the script the AI narrator will read during the presentation.
Pro-Tip: Make sure to update the first and second slides' voiceover scripts, as they contain company-specific information.
Choose AI Voice: You can also choose a different AI voice for the voiceover script. Select the new voice and click "Regenerate Audio" to update the recording for that specific slide.
Step 3: Customize Brand Slides
SetSale comes with default brand slides. You can customize these to reflect the brands you sell.
You can enable conditional visibility with the toggle in the top right.
This feature will automatically show the correct brand slide whenever the manufacturer of the equipment matches the brand you've set up.
Step 4: Adjust Brand Colors
To match your company’s branding, you can change the color scheme of the presentation.
Click the Brand Colors section.
You can adjust the following colors:
Primary
Secondary
Text
Background
Card Background
Website Color Wizard: SetSale can automatically detect your brand colors. Enter your website URL into the wizard, and it will pull the colors for you. You can then make any necessary adjustments
Step 5: Edit the Checkout Contract
You can fully customize the contract that customers sign at the point of sale.
Click the Checkout section.
The contract supports tokens, which are placeholders that automatically populate with relevant information. These tokens include:
{{date}}{{company_name}}{{customer_address}}{{customer_phone}}{{customer_email}}{{contract_price}}{{payment_method}}
Final Step: Save Your Changes
Once you’re finished customizing your presentation and contract, be sure to save your changes to ensure they are applied. You are now ready to present quotes to your customers!