> 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/customization/presentations-and-terms/setting-a-default-presentation.md).

# Setting a Default Presentation

A default presentation in PaintScout automatically links the correct proposal template to new estimates based on their estimate type. This saves you from manually selecting a presentation each time.

## How Do I Set a Default Presentation?

1\. Click the person icon in the top right and go to your **Account Settings** > **Estimates** > **Estimate Types** section and select one.

<figure><img src="/files/8ZYqM9cdgHW96v6dLPOD" alt="Screenshot showing the Estimate Types section in Account Settings with an estimate type selected"><figcaption></figcaption></figure>

2\. From the **Presentation** drop-down choose which presentation you would like to set as the default.

<figure><img src="/files/ctXat3ewMouaF61FcmX2" alt="Screenshot showing the Presentation drop-down menu for choosing a default presentation on an estimate type"><figcaption></figcaption></figure>

{% hint style="info" %}
This change will only apply to *new* estimates created.
{% endhint %}

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Estimate Types</strong></td><td>Create estimate types like Interior, Exterior, and Cabinets to organize rates, terms, presentations, and filter reporting data.</td><td><a href="/pages/ICTz3disVj6t2psrO7kj">/pages/ICTz3disVj6t2psrO7kj</a></td></tr><tr><td><strong>Setting Default Terms</strong></td><td>Set default contract terms for each estimate type so the correct terms are automatically applied every time you create a new estimate.</td><td><a href="/pages/7xcx6pMkbODZeYMNHfoc">/pages/7xcx6pMkbODZeYMNHfoc</a></td></tr><tr><td><strong>Presentations Overview</strong></td><td>Build professional multi-page proposal presentations with company info, services, testimonials, and custom sections for estimates.</td><td><a href="/pages/FDttJ49IAsDo9ZE2PkJT">/pages/FDttJ49IAsDo9ZE2PkJT</a></td></tr><tr><td><strong>Presentation Sections</strong></td><td>Explore all presentation section types including cover pages, columns, galleries, testimonials, documents, and custom HTML for professional proposals.</td><td><a href="/pages/ByY6NyWcodRbhXZZcWBE">/pages/ByY6NyWcodRbhXZZcWBE</a></td></tr></tbody></table>


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://help.paintscout.com/support/customization/presentations-and-terms/setting-a-default-presentation.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
