eXtendPresentation

Generate External Public Links For Data-Rich Product Presentations

eXtendPresentation for NetSuite

App Description

eXtendPresentation allows NetSuite users to generate an external public link on opportunities and estimate records for a data-rich product presentation to send to an external customer.

NetSuite users can utilize several features to customize and personalize their presentations and the external customer has several feedback tools available for quickly responding straight to NetSuite.

At its core, eXtendPresentation helps you keep everything centered around NetSuite. Now, instead of tracking email communications for product feedback and approval, you can easily track and sync the data within NetSuite.

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eXtendPresentation allows NetSuite users to easily display product ideation for customers.
eXtendPresentation logo for NetSuite

App Highlights

  • Customize your presentation layout and ask for client approval or feedback based on your company needs.
  • If eXtendFiles is installed within your account, you can upload new images on the fly using the eXtendFiles upload feature.
  • Send out templated emails to your client to let them know an opportunity has been created for them to review.
  • Easily choose items for your data-rich presentation.
  • Customize your presentation to match your company needs.
  • Client feedback and comments are saved back to the NetSuite record.
  • Access configurable item and image sourcing.
Collaborate easily with eXtendPresentation

COLLABORATE & SHARE

eXtendPresentation offers an easy-to-use interface that allows you to share public links with clients for instant feedback and notifications on changes or approvals. Easily create and email PDFs from within NetSuite.

Our app offers a user friendly interface for you and your external client.

USER FRIENDLY

Auto-populated item data fields with eXtendPresentation. Our design also offers an intuitive interface that allows you to drag and drop image uploads into your NetSuite presentation.

Want to customize your NetSuite presentation? We can tailor your interface to match your company needs.

CUSTOMIZABLE

Easily change your presentation rep and unique profile pictures to reflect your internal employees. Customize your presentation template to match your company branding.

Public Link Generation

Easily generate and share public links to your presentations with clients and coworkers.

Quality Presentations In Just A Few Clicks

At its core, eXtendPresentation helps you keep everything centered around NetSuite. Now, instead of tracking email communications for product feedback and approval, you can easily track and sync the data within NetSuite for other NetSuite users to access and view.

Easily choose your items and products for presentations from within NetSuite. The description, item image, and pricing of the item will auto populate depending on the NetSuite configuration performed by your administrator. You can override these values as needed. Add custom charges or manipulate tiered pricing by using the custom pricing rows.

Once your presentation is ready, send your clients or coworkers a templated email that matches your company branding to let them know an opportunity has been created for them to review.

On the presentation your customer will be able to review and submit their responses for each item on the presentation.

Customer responses and feedback gathered can be customized to fit your company needs. Once the presentation is submitted by the customer, the responses will be automatically routed back into NetSuite for your review and saved as a transaction line level within the NetSuite record. Alerts can be raised when responses are received. 

Choose NetSuite items for your presentation with a few simple clicks.

Item Selection Tools

Choose which items you’d like to include in your presentations from right within NetSuite.
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