The Beginner’s Guide to Presentations

The Presentation Publisher in SAGE Online is the easiest way to quickly create professional sales presentations for your clients. With the Presentation Publisher, you can share your presentations with clients and receive real-time feedback, speeding up your sales process. You can even quickly create order forms right from your presentation! Seal the deal and make sales simple with the Presentation Publisher in SAGE Online.

Here is our step-by-step guide for how to use the Presentation Publisher in SAGE Online to create, edit, and send sales presentations to your clients.

How to Create a New Presentation

Log into SAGE Online.

Click Presentations in the left menu, then click New in the top-left corner of the page. To use your default template, select “Use default template”. You can also select a different template or change your default by clicking ‘Use other or manage templates”.

This will open a new tab with your new presentation. Fill in your presentation’s information, including a file name and title, as well as information for the client that this presentation is for. 

To add items to your presentation, click on Items in the left menu.

There are a few ways you can add items to your presentation. From within the Presentation Publisher, click Add Item from File Center to add items you have saved to your File Center. You can add items from scratch by clicking Add Blank Item. 

To add an item from a product search, check out the instructions below.

Once your items are added, you can edit the product information as needed. To adjust pricing, go to the Pricing Tab and click on Adjust Pricing. By default, the Presentation Publisher will show catalog prices. 

You can select a different product image provided by the supplier to display in your presentation by clicking on the image and then selecting Use as Main. You can also edit product images to add your client’s logo or other artwork by clicking on the Virtual Design Studio and making your preferred edits. Learn more about the Virtual Design Studio in SAGE here. 

Once you are satisfied with the products in your presentation, edit the closing information by clicking Closing. Enter any text you’d like to have at the end of your presentation in this field. 

You can select a cover page for your presentation if you’d like by clicking Cover Page in the left menu and uploading an image from your computer. 

Edit the header and footer for your presentation as needed by clicking on Header or Footer in the left menu. 

Under Options, you can adjust the layout of your presentation. Click the radio button next to the layout of your choice. 

Make sure everything looks good by clicking on Preview in the left menu. This will show you a preview of what your finished presentation will look like. 

To share your presentation with a client, click on Share in the left menu. You can copy the link and send it to your clients, or you can click Email Link to send the presentation link, Email Link with attached PDF to send the presentation as a link and a PDF together, or Copy Link to Clipboard to copy the link to your clipboard. 

You can also adjust your feedback and website settings for the presentation on the Share page. By default, your presentation will allow feedback and commenting from your clients, and will alert the assigned account rep when a client opens the presentation or adds feedback. 

To view any feedback on your presentation, click on Feedback in the left menu. You can respond to feedback by clicking it and returning to the item’s page to add your notes.

Log into SAGE Online.

Click Presentations in the left menu, then click New in the top-left corner of the page. To use your default template, select “Use default template”. You can also select a different template or change your default by clicking ‘Use other or manage templates”.

This will open a new tab with your new presentation. Fill in your presentation’s information, including a file name and title, as well as information for the client that this presentation is for.

To add items to your presentation, click on Items in the left menu.

There are a few ways you can add items to your presentation. From within the Presentation Publisher, click Add Item from File Center to add items you have saved to your File Center. You can add items from scratch by clicking Add Blank Item.

To add an item from a product search, check out the instructions below.

Once your items are added, you can edit the product information as needed. To adjust pricing, go to the Pricing Tab and click on Adjust Pricing. By default, the Presentation Publisher will show catalog prices.

You can select a different product image provided by the supplier to display in your presentation by clicking on the image and then selecting Use as Main. You can also edit product images to add your client’s logo or other artwork by clicking on the Virtual Design Studio and making your preferred edits. Learn more about the Virtual Design Studio in SAGE here.

Once you are satisfied with the products in your presentation, edit the closing information by clicking Closing. Enter any text you’d like to have at the end of your presentation in this field.

You can select a cover page for your presentation if you’d like by clicking Cover Page in the left menu and uploading an image from your computer.

Edit the header and footer for your presentation as needed by clicking on Header or Footer in the left menu.

Under Options, you can adjust the layout of your presentation. Click the radio button next to the layout of your choice.

Make sure everything looks good by clicking on Preview in the left menu. This will show you a preview of what your finished presentation will look like.

To share your presentation with a client, click on Share in the left menu. You can copy the link and send it to your clients, or you can click Email Link to send the presentation link, Email Link with attached PDF to send the presentation as a link and a PDF together, or Copy Link to Clipboard to copy the link to your clipboard.

You can also adjust your feedback and website settings for the presentation on the Share page. By default, your presentation will allow feedback and commenting from your clients, and will alert the assigned account rep when a client opens the presentation or adds feedback.

To view any feedback on your presentation, click on Feedback in the left menu. You can respond to feedback by clicking it and returning to the item’s page to add your notes.

Did you know?

You can even have clients purchase items right from your presentations. To enable e-commerce capabilities, go to Share in your presentation and check the box next to Enable “buy now” e-commerce capability.

How to Add Items to Presentations from a Product Search

To begin, click on Product Search in the left menu.

Enter your search criteria as normal and click Start Search.

Tag the items you’d like to add and click +Presentation. Then select the presentation you’d like to add these items to in the pop-up window. You can also opt to create a new presentation by clicking Create New Presentation. 

In lieu of tagging items, you can also right click an item and select Add to Presentation, or click and drag an item into an open Presentation tab.

To add an item from the product detail page, click on +Presentation at the bottom of the screen and choose whether you’d like to add this product to an existing presentation or create a new one. 

To begin, click on Product Search in the left menu.

Enter your search criteria as normal and click Start Search.

Tag the items you’d like to add and click +Presentation. Then select the presentation you’d like to add these items to in the pop-up window. You can also opt to create a new presentation by clicking Create New Presentation.

In lieu of tagging items, you can also right click an item and select Add to Presentation, or click and drag an item into an open Presentation tab.

To add an item from the product detail page, click on +Presentation at the bottom of the screen and choose whether you’d like to add this product to an existing presentation or create a new one.

Did you Know?

You can even create a presentation from within a project in the Project Management module, and it will display for your client to see in the customer portal! Learn more about Projects with our Project Management Cheat Sheet here.

How to Create Order Forms from a Presentation

Open the presentation you’d like to create an order form from by clicking Presentation in the left menu and double-clicking on the presentation of your choice. 

Click Create Form at the top of the page and select the type of form you’d like to create. Note that selecting Create Form will include all items in your presentation.

For Order Forms, you can create a new sales order or add items to an existing sales order. Select the order form you’d like to add to or click Create New Sales Order in the pop up window. 

For each item on your order form, enter the desired quantity in Quantity and add additional charges as necessary. Click Save to save your changes and move to the next item (if applicable). 

To only include specific items from your presentation in a form, select each item individually and choose Item Actions, then click Add Item to Order Form and select the order form type. You can also right-click on an item in the list to the left of the page and select Add Items to Order Form. 

Once your items are added, fill and edit your order form as usual.

Open the presentation you’d like to create an order form from by clicking Presentation in the left menu and double-clicking on the presentation of your choice.

Click Create Form at the top of the page and select the type of form you’d like to create. Note that selecting Create Form will include all items in your presentation.

For Order Forms, you can create a new sales order or add items to an existing sales order. Select the order form you’d like to add to or click Create New Sales Order in the pop up window.

For each item on your order form, enter the desired quantity in Quantity and add additional charges as necessary. Click Save to save your changes and move to the next item (if applicable).

To only include specific items from your presentation in a form, select each item individually and choose Item Actions, then click Add Item to Order Form and select the order form type. You can also right-click on an item in the list to the left of the page and select Add Items to Order Form.

Once your items are added, fill and edit your order form as usual.

Things to Know:

With the Presentation Publisher in SAGE Online, you can make sales presentations simple and quick. From creating presentations to placing orders and receiving feedback, the Presentation Publisher is fully integrated with all other areas of SAGE Online, making managing your business easy. For a more in-depth tutorial, sign up for a free, live demo.

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