> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/beta-guides/presentations-v2-beta-guide.md).

# Presentations V2 Beta Guide

Your presentations just got a whole lot better. Create polished, multi-page customer presentations with PaintScout's redesigned presentation builder.

{% hint style="info" icon="circle-info" %}
Presentations V2 is in active development. You may encounter bugs or missing functionality as we improve the experience.

Send questions or feedback to <product@paintscout.com>.
{% endhint %}

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2FgjWh88JksFqhtdSXn2bH%2Fimage.png?alt=media&amp;token=906401c6-e404-4828-a371-9142ba1d6dab" alt=""><figcaption></figcaption></figure>

***

## Get started

{% stepper %}
{% step %}

### Open Presentation Builder

Go to **Account Settings → Presentations**. You'll see your existing V1 presentations at the top, and an area for new V2 Presentations below.
{% endstep %}

{% step %}

### Create a presentation

Start a new presentation and choose a layout. Then select typography, colors, and a title.

The layout is permanent for that presentation. Create a new presentation if you need another layout.

{% hint style="info" %}
If you'd like to use an existing presentation instead, you can convert V1 -> V2 by clicking the 3 dot menu on a presentation and selecting **Convert.**\
\
You do not *need* to migrate existing presentations- V1 can still be used during beta.
{% endhint %}

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2F8T7LM14x4EhvUtTjAVEu%2FConvert%20Presentation.gif?alt=media&amp;token=9f2c070e-2267-4dd8-a689-ca7d66f4fc5d" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Add pages and content

Open **Add** in the left navigation.

1. Select **Add page** and give the page a clear name. If you'd rather have your presentation all on one page, skip this step.
2. Drag a section onto the canvas.
3. Drag blocks into that section or use the **+** controls on the canvas.

Page names appear in your customer's navigation. With one page, customers see section names instead.

{% hint style="info" %}
Blocks must live inside a section. Add a section before adding blocks to a blank page.
{% endhint %}
{% endstep %}

{% step %}

### Edit and save

Select a block to edit it in the right-hand inspector. Its options depend on the block type.

Use the on-canvas controls to copy, move, or delete a block. You can also drag pages, sections, and blocks in the **Pages** panel.

Use **Mobile**, **iPad**, or **Desktop** in the lower-right corner to review your design. Switch back to **Edit** before making changes.

Use **Save template** when you are ready. The top bar confirms whether all changes are saved.
{% endstep %}
{% endstepper %}

***

## Customize your presentation

### Set global styles

Open **Global Style** from the paintbrush icon. Set colors, default fonts, and heading styles for the entire presentation.

Block-level colors and fonts override global settings. Global styles apply where no local override exists.

### Add a global footer

The global footer appears on every page. Use it for durable company details, such as your business name, contact information, or license number.

Double-click a footer column to edit it. You can hide the footer, but you cannot delete it.

<figure><img src="https://231248629-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FPyUbJF1GXLjxdJqm89IQ%2Fuploads%2FI0UoCzWRDBRzJzKGDT4w%2FGlobal%20Footer.gif?alt=media&amp;token=b4dab3be-9595-40ec-89d9-9601350b79bf" alt=""><figcaption></figcaption></figure>

### Add photos and partner content

Open **Photo Library** to add or replace images. You can also select **Replace Image** from an image block.

The **Sherwin-Williams** category includes ready-made content for every account. Add it from the **Sections** list in the Add panel.

***

## Use estimate content

Open **Settings** to select the estimate types that use your presentation. You can also enable **Use Quick Cart**.

If Quick Cart is off, your presentation needs an **Estimate** block. Otherwise, PaintScout disables saving until you add one or turn Quick Cart back on.

***

## FAQ

<details>

<summary>Does V2 replace my existing presentations?</summary>

No. Both versions are available during the beta. Your V1 presentations remain unchanged.

</details>

<details>

<summary>Can I convert a V1 presentation?</summary>

Yes. Select **Convert to new** from a V1 presentation in the presentations list. This creates an independent V2 copy and keeps the original. Be sure to check your convered V2 presentation to make sure it looks correct.

</details>

<details>

<summary>Can I change the layout after creating a presentation?</summary>

No. Layout is chosen during creation. Create a new presentation to use a different layout.

</details>

<details>

<summary>What's the difference between Sections and Blocks?</summary>

They're two different levels of the same page hierarchy: Page → Section → Block, biggest to smallest.

* **Page** — an entire screen that holds related sections and blocks. Page names become the nav menu; a presentation can have one page or several.
* **Section** — a pre-made layout *within* a page, used to organize content into parts. On single-page presentations, sections are what break the page up (in place of separate pages), so they become the nav list instead.
* **Block** — the actual content you drop in, like a 2 Column, 3 Column, or Estimate block. Blocks are the pieces that fill a section or page.

Think of a binder: the Page is a tabbed divider (what you flip to), the Section is a group of pages behind that tab, and the Blocks are the individual sheets of content slotted in.

</details>

<details>

<summary>When would I use Blocks instead of a Section layout?</summary>

Use "+ Add Section" when you want a ready-made layout (section + block together) — this is the more common workflow.

Use "+ Add Block" when you need to add or swap a block within an existing section, or want more granular control over what fills a section, rather than replacing the whole thing with a new preset layout.

</details>

<details>

<summary>Why can't I add a block?</summary>

Blocks must be inside a section. Add a section to the page first.

</details>

<details>

<summary>When I use "+ Add Section" and choose something like "Gallery", what am I actually adding?</summary>

You are adding both the section and the block(s). The top portion (labeled "Gallery") is the section; the block(s) underneath it (e.g., the picture placeholders) are what fill that section. The options under "+ Add Section" are essentially premade layouts — that is, layouts of blocks — bundled together for convenience.

</details>

<details>

<summary>Why is Save template disabled?</summary>

Open **Settings**. If Quick Cart is off, add an **Estimate** block or enable Quick Cart.

</details>

<details>

<summary>Can I edit a presentation from an estimate?</summary>

This functionality is unavailable. Edit V2 presentations from Presentation Builder.

</details>

<details>

<summary>Can I create a presentation with AI?</summary>

Some beta accounts can use **Build with AI** during creation. Add your website or company details, then describe the presentation's purpose.

Generation takes several minutes. PaintScout emails you when the presentation is ready.

</details>

***

## Thanks for Trying the Beta! <a href="#h_a1cb63cea7" id="h_a1cb63cea7"></a>

Your feedback helps us improve Presentations V2. Tell us what works well and where you get stuck.

For questions, issues, or feedback, email <product@paintscout.com>.


---

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