- 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.