Order presentations
Prepare an offer for a client or partner and share a link or PDF.
A presentation shows the recipient the relevant order details: description, photos, price or budget, and selected contact details and terms. It helps you discuss an offer before a call or viewing.
Open and prepare a presentation
Use the Presentation button in the order. If several presentations exist, select one from the list. If you have editing permission, open the editor and check:
- the advertising headline and description;
- the price or budget and currency;
- selected photos and their order;
- contact details, partner terms and the listing link.
If the button is unavailable, check the order details and the explanation in the interface. Editing also depends on your permissions.
Separate versions for different recipients
The collection lets you add a presentation with its own purpose, for example for owner approval or for partners. The purpose helps employees distinguish between versions.
This field is locked when editing an existing presentation. Choose Add new from the collection menu to create a presentation with a different purpose.
Check what the recipient will see
The editor has separate settings for showing contacts, partner terms, address details and the map. Available settings depend on the presentation type. Open the saved result and review it before sending.
The presentation must be open for a recipient to follow its link without signing in to SOM. External access to a closed presentation is restricted.
Share it and record the outcome
Send the recipient a link to the appropriate presentation or use an available PDF version. The page offers formats for desktop and mobile viewing; A4 appears when available for that presentation.
Creating and updating presentations is recorded in the worklist. After sending one, note who received the offer and what you agreed. Set a reminder for the next conversation if needed.