Control the branding and information displayed at the top and bottom of your SalesPresentation or SalesStores.
These content blocks help structure your presentation and allow you to combine:
Logos and images
Static text
Dynamic shortcodes
Custom formatting
Understanding the Blocks
Header Block
The Header sits at the top of the SalesPresentation.
Layout:
Left-aligned logo or image
Right-aligned text
Common uses:
Your company logo
Customer logo
Sales rep details
Contact information
Quote reference numbers
Title Block
The Title sits below the Header and is center aligned.
Common uses:
Presentation titles
Campaign messaging
Customer-facing headings
Promotional branding
The Title block is typically used as the main visual heading for the document.
Footer Block
The Footer sits at the bottom of the SalesPresentation.
Layout:
Left-aligned logo or image
Right-aligned text
Common uses:
Terms or disclaimers
Contact details
Closing messaging
Brand reinforcement
Where to Find These Settings
Click on any Header, Title, or Footer block within the SalesPresentation to open the relevant toolbox and configure its settings.
💡 Pro Tips
Upload Your Customer's Logo
Upload your customer's logo to show your commitment to their brand. Consider adding your logo to the Footer block, and your customer's logo to the Header or Title block.
Using Shortcodes
Header, Title, and Footer blocks use the same shortcode system as Description Settings.
This allows you to automatically insert dynamic information such as:
Customer name
Sales rep details
Document information
Product or pricing information
Using shortcodes can save significant time and help standardize your presentations across your team.
Combining Dynamic and Static Content
You can combine:
Dynamic shortcodes
Manual text
Formatting and styling
For example:
Add a customer name dynamically
Include static text such as “All prices exclude tax”
Apply branding, colors, bold text, or sizing
This gives you full control over both the content and presentation style.
Choosing Your Layout
You can use:
Only a Header
Only a Title
Only a Footer
Or any combination of the three
Most users choose:
Header OR Title as the primary top section
Footer for supporting information
At least one block must remain enabled.
Saving to Templates
Your Header, Title, and Footer settings can be saved directly into your SalesPresentation templates.
This allows you to:
Standardize branding
Save time when creating new presentations
Automatically apply logos, messaging, and formatting
👉 We strongly recommend configuring these settings in your templates rather than manually updating them for each SalesPresentation.
Consider Your Customer and Their Brand
Create multiple SalesPresentation templates with different Header, Title, and Footer combinations.
For example:
A clean corporate presentation
A highly branded promotional presentation
A minimal proposal-style layout
This allows your team to quickly match the presentation style to the customer or sales opportunity.