Collaborative & Sharable
Instant Client Feedback Notifications
Sharable Public Links
Easily Create and Email PDFs
Comments Saved to NetSuite Record
Auto-Populated Item Data Fields
Drag & Drop Image Uploads
Easily Change Presentation Rep
Unique Profile Pictures
Custom Template Branding
Configurable Item and Image Sourcing
Quality presentations in just a few clicks.
Key Features & Functions
Public Link Generation
Presentations and quotes can be easily shared via public links from directly within NetSuite.
Email as a PDF Presentation
Send presentations directly to your client as a PDF from NetSuite in just a few clicks.
Item Selection Modal
Specify product details, custom charges or fees, and add custom images to your proposal using an intuitive item selection modal.
Quick Item Pricing
Include price breaks via sourced data, specify a gross profit percentage, and let the modal do the work instead of making all the calculations yourself.
Clients can add comments on the form where they are saved with the associated line items within the NetSuite record.