Note: This feature is in beta and may not be available to all users. Reach out to your account rep if you'd like access
Overview
SetSale's Flexible Presentations feature replaces the legacy single-presentation system with a fully customizable, multi-presentation experience. You can now create multiple presentations, tailor slides to your business, and assign the right presentation to the right quote.
This update rolls out automatically — you don't need to opt in or take any action. Your existing presentation content will be migrated to a new format called SetSale Classic, and all the edits you've previously made (warranty info, system details, etc.) will carry over.
What's Changing?
Here's a quick summary of what's different:
Before (Legacy) | After (Flexible Presentations) |
One presentation for your entire team | Create and manage multiple presentations |
Limited slide editing (toggle slides on/off) | Full control: add, remove, reorder, and edit slides |
English/Spanish toggled within one presentation | Each language is its own separate presentation |
Slide-based click-through format only | Slide mode and scroll mode (modern web-page style) |
Fixed theme colors | Customizable primary and secondary brand colors |
What Stays the Same?
Your existing presentation content is automatically migrated to SetSale Classic within the new system. Nothing is lost.
The quoting workflow is largely unchanged — you'll just see a dropdown to pick which presentation to use instead of the old English/Spanish toggle.
Narration and audio still work in slide mode.
Slide visibility rules (showing/hiding slides based on system type or manufacturer) still apply and have been expanded.
Key Concepts
Presentations Home Page When you navigate to Presentations, you'll now see a home page listing all your team's presentations. From here, you can open, duplicate, or create new presentations.
SetSale Classic This is your legacy presentation, migrated into the new system. It contains all the same content and edits you had before, just in the updated format.
Layouts & Content Library When adding new slides, you'll choose from a library of layouts (text, images, cards, graphs) and pre-built content sections. You can also save your own custom slides to the content library for reuse across presentations.
Scroll Mode A new presentation format that displays content as a scrollable web page instead of click-through slides. This is designed for a better experience on phones and tablets. Scroll mode does not include narration (audio voiceover).
Who Can See What?
All users within a team have access to all of that team's presentations. There's no user-level scoping — if a presentation exists for your company, any sales rep on the team can select it when building a quote.
Presentations are team-specific, so you won't see presentations from other companies or teams.