Presentation Feature

After preparing your quotations, don't present them separately - use the Presentation feature. The simple way to present more than 1 quotation to your customer.

The Presentation Feature allows the user to choose from any DRAFT or PENDING quote on the job to display side by side, offering a more seamless customer experience.

Enjoy a very quick view of the presentation feature below, press 'Lets start' to see it in action.

What is currently included in the Presentation Feature?

• You can choose any DRAFT or PENDING quote within the job
• You can choose from preset 'labels' to group the quotations, for example:
  • Good, Better, Best
  • Urgent, Important, Anytime
  • Premium, Quality, Basic
  • Repair, Replace, Upgrade
  • Option 1, Option 2 (Simply displaying the options side by side)
  • Option 1, Option 2, Option 3 (Simply displaying the options side by side)
  • Highly Recommended, Bare minimum
• Display the information that you want:
  • Task Descriptions
  • Task Images
  • Task Codes
  • Itemised Pricing
  • Inc or Ex GST Pricing
• Edit Tasks and Deselect/Reselect Tasks from within the Presentation feature
  • This significantly reduces the need to jump in and out of the feature to make changes to products, pricing or deselecting tasks.
• Collect the customer signature directly from the present view
• Share the Presentation with your client via QR Code, Email or SMS

Do you need to enable this feature?

No - it our belief that this feature will become core to your sales process so is automatically enabled and ready for you to begin using.

Here are some example presentations for you to click through:

Plumbing Example - Hot Water Unit 

Electrical Example - Installing GPOs and Ceiling Fans