SalesPresentations are a beautifully visual way to present products and ideas to your customers. Unlike a traditional quote, a SalesPresentation is designed to help customers explore options, compare products, and get inspired before moving into pricing and final purchasing decisions.

One of the biggest advantages of SalesPresentations is that the customer experience closely matches what you see while building the presentation. This makes SalesPresentations very intuitive to create and easy to learn, because you are effectively designing the same experience your customer will receive.

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A SalesPresentation typically sits before a SalesDoc in your workflow.

The ideal use case for a SalesPresentation is when a customer is still exploring ideas and you want to showcase multiple products, styles, or concepts in a clean and visual format. In many cases, pricing is not shown to the customer, allowing the focus to remain on product selection and inspiration rather than costs.

Common use cases include:

Once your customer has narrowed down their preferred options, the SalesPresentation can easily be converted into a SalesDoc to begin the quoting and sales process.

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When you create your first SalesPresentation, your company logo will appear at the top of the document. From there, you can begin adding products and building out sections for your customer.

The layout is designed to be simple and visual, with live updates occurring as you make changes.

You can add products individually using the Add Product button, or use the Add from SAGE feature if your Hoops account is connected to SAGE.

When you click ⊕ to add a new product to the SalesPresentation, you will be taken to the product detail screen. This is where you will Add Products, Decorations and Additional Costs.

When in the product detail view, use the back navigation controls to return to the view of all products.

The interface changes dynamically depending on what section you are editing.

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Clicking within different sections of the SalesPresentation opens context-specific toolboxes and editing options.

Click the header area to:

This area controls the overall presentation experience your customer will see.

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Before you can save a SalesPresentation, you must add a customer to the document.

This ensures the presentation is linked correctly within your Hoops workflow and allows future conversion into a SalesDoc when needed.

To add a customer, click on the Header section (highlighted Pink below), then search & select, or add a new customers in the toolbox (highlighted purple).

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One of the most powerful parts of SalesPresentations is the live editing experience.

Any changes you make within the toolboxes instantly update the preview area, allowing you to build polished customer presentations quickly without needing to switch between edit and preview modes.

This makes it easy to experiment with layouts, product selections, and presentation styles while seeing exactly what your customer will receive.

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Once you understand the interface, the next step is learning how to build out your presentations more effectively.

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