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Presentations Feature Overview
Presentations Feature Overview

An overview

Nastassia Reicher avatar
Written by Nastassia Reicher
Updated over a week ago

What is a PaintScout Presentation?

Have you ever wished that your estimates could be more exciting for potential clients to read? Well, we have a solution for you—introducing presentation mode for your PaintScout proposals. Our new feature allows you to create an aesthetically pleasing proposal to present to your client, taking your estimates to the next level.


Why we made PaintScout Presentations

We identified a need for an enhanced proposal - more than just the scope of work and price. PaintScout proposals are designed to work like a mini-website, showcasing all of your painting business' best features. You can have multiple pages of information outlining what makes your painting company the best - including sections like About Us, Services you offer, Testimonials, and more.

To unlock the PaintScout Presentation feature, upgrade to our Business subscription plan.


How to Create a PaintScout Presentation

1. Click the person icon in the top right and go to your Account Settings > Presentations section. Click +Add New Presentation button.

2. Label your Presentation and select which estimate type it is associated with.

Each Presentation can have multiple pages, and within those pages, you can add different sections. When you first create a Presentation, it will have two default pages already there for you - the quote itself, and the terms.

5. Click the Plus Sign to add another page to your presentation. Each page will appear as a tab to your customers. Clicking on a tab will display that page's contents.

6. You will have the option to add an empty page, or the quote page (which just shows the quote itself). Click Empty Page.


6. Add a title to your page.

7. Click Add Section to begin adding different sections to your page.

We have various different sections you can add to your page - some are designed for specific information, but most of them you can use for any type of information you want!

Click here to view descriptions and examples of each section.


Presentation Sections

Once you add a section to your page, you can begin to add relevant content. The left side of the section is what's editable. The right side of the section shows a preview of what the section will look like.

1. Content Tab

This is where you will add your section's content. Add a title to the section, upload photos, and re-arrange its layout. Use the vertical arrows to switch the text and image layout.

Choose the alignment of the text, so it displays at the top, in the middle, or at the bottom.

2. Style Tab

  • Adjust the background color, and foreground color (text color).

  • Background Style: Full width (full width of the page) or contained (more narrow)

  • Padding adds extra spacing to your section. If you check the box and remove padding, the text and photo will touch the edge of the page.

3. Advanced Tab

You may want to adjust certain sections of a presentation directly on your estimates. In order to do this, be sure to check this box so that estimators can edit the section directly on the estimate before sending it. This will only affect the presentation of the estimate they are working on.

4. Import/Export

If you need to import a section of your presentation to another presentation, use the import/export function! Click Copy to copy the section's content. Then, on the other presentation section, paste the content into the box and click Import. The copied content will appear.


Example Presentations

We've created a few example presentations for reference:

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