Overview
When you build a quote in SetSale, you'll now choose which presentation to attach to it. Instead of the old English/Spanish toggle, you'll see a dropdown with all the presentations your team has created — whether that's language variations, brand-specific decks, or different sales approaches.
Assigning a Presentation
Open or create a quote.
In the quote settings, find the Presentation dropdown.
Select the presentation you want to use for this quote.
After migration, SetSale Classic will be selected by default.
Any other presentations your team has created will also appear in the list.
Continue building your quote as usual.
Presenting to the Homeowner
Once you've selected a presentation and your quote is ready:
Click Present on the quote.
The presentation will open in a new tab.
Depending on the presentation's mode:
Slide mode: Click through slides one at a time. Narration will play when you press the play button.
Scroll mode: The homeowner scrolls through the content like a web page. No narration in this mode.
The presentation is responsive, so it will adjust to look good on desktops, iPads, and mobile phones.
How Narration Behaves
When the sales rep is presenting (in-person or on a call): Narration is opt-in. You press play to trigger the voiceover on each slide.
When the homeowner opens the presentation on their own device (e.g., from a shared link): Narration will autoplay so the homeowner gets the full guided experience.
Choosing the Right Presentation
Here are some common ways teams organize their presentations:
By language: An English presentation and a Spanish presentation. Pick the one that matches your homeowner.
By brand or equipment: A Carrier-focused deck vs. a Daikin-focused deck, each with the appropriate warranty details and equipment images.
By sales style: A detailed educational presentation vs. a streamlined pricing-focused deck.
Pricing only: If your reps prefer to skip the full presentation, create a short presentation with just the pricing slide(s). Select it on quotes where you want to go straight to the numbers.
Tips
All users on your team can see and select any presentation. There's no per-user restriction.
You can change the assigned presentation on a quote at any time before presenting.
If you're not sure which presentation to use, check the Presentations home page to preview what's available.