Create a New Presentation
Give your presentation a memorable name, add a compelling tagline that highlights the value to your customer, and customize the content with campaign messaging, bullet points, and next steps. Guide your customer through the buying process with clear, engaging information that helps move them from interest to decision.
Select a Theme
Select a theme to define the colors, branding, and overall look and feel of your presentation. Choose from one of our professionally designed themes or create your own unique style. Next, choose how you'd like to deliver your presentation: Online Presentation – An interactive, web-based experience. Product Deck – A printable or downloadable product catalog. Website Product Selector – An interactive product selection experience for your website.
Pick Colors
Choose which product colors to display in your presentation. Since many products are available in 80 or more color options, Advance makes color selection simple by organizing colors into intuitive color families and providing powerful color search tools to help you quickly find exactly what you need.
Review Decoration
Customize your decorations with ease. Select the decoration methods for your items, choose how each will be priced, and either use the default supplier or instantly switch to another with the click of a button.
Select Pricing
How would you like to price this presentation? Choose customer-specific pricing, category-specific pricing, or create custom pricing for this presentation.
“Before Advance, our daily operations felt less like 'management' and more like data archaeology - digging through multiple systems to track down clients and orders. Now, keeping all my orders in one place has essentially turned Advance into our operational command center. It took us from reactive firefighting to proactive planning. The biggest change? We actually spend our day acting on our orders rather than just trying to locate them.”
M
Monica Scott
Owner, Logotology
Display Quantity Price Breaks
Display quantity price breaks to encourage larger orders. Show supplier pricing, customer-specific pricing, custom pricing tiers, or hide quantity discounts altogether.
Review & Send Customer Emails
Email templates make it easy to create and send professional emails to your customers. Use merge tags to automatically personalize each message with customer names, presentation links, pricing, and other key details. Whether you're sending to 1 customer or 100, every email is generated with the same ease, and you can edit each message in real time before it is sent.
Real-Time Activity & Analytics
Track every customer interaction with your presentation in real time. See when each recipient opens the email, views the presentation, comments on products, and how long they spend reviewing each item. A complete activity history gives you valuable insight into customer engagement, helping you know exactly when and how to follow up.
Customize Your Cover Page
Create a cover page that reflects your brand and makes a lasting first impression. Personalize it with your company logo, colors, images, and messaging to deliver a professional, branded experience for every customer.
Customize Your Product Pages
Each product page can be tailored with a unique tagline, decorated product images, campaign overview, key selling points, and next steps. Include as much or as little content as you'd like, or leave these sections blank to showcase the product in a clean, full-page layout.
Product Detail Pages
Product detail pages let customers explore every aspect of a product, including available colors, sizes, images, specifications, decoration options, and quantity price breaks. Give buyers all the information they need to confidently select the right product for their project.
Let Customers Choose
Once a customer has selected their products, Advance makes it easy to move the sale forward. With a single click, the selected items can be converted into a formal quote or a sales order, eliminating duplicate data entry and speeding up the sales process. You control the workflow for each customer. Set a default preference to always convert presentations into quotes, always create sales orders, or let the customer decide when they're ready. When customer choice is enabled, they can simply select one of two options: Option 1: I'm Ready to Buy "I'm ready to place my order. Please send me an order confirmation and begin processing my purchase." Option 2: I'd Like a Final Quote "I'm still reviewing my options. Please send me a formal quote for final approval." This flexible workflow meets every customer's buying style while helping your sales team close business faster and with fewer manual steps.
Convert to Quote or Order
Advance makes life easier for your sales team. Once a customer selects their products, everything flows seamlessly into a quote or sales order based on your preferred workflow. Generate a professional quote or order confirmation with a single click. No duplicate entry. No rekeying. No data entry errors. Just faster sales. Sales reps spend less time on administration and more time closing their next sale.
Three Ways to Present Your Products
1. Online Presentations Professional, interactive presentations that help you sell. 2. Product Decks Create polished, PowerPoint-quality product catalogs in minutes. 3. Webstore Selector Allow customers to choose the products they want in their webstore.
Real Time Communication
Eliminate long email chains, scattered feedback, and version confusion. With the Presentation Builder, your sales team and customers collaborate directly inside the presentation, making it easy to ask questions, request changes, and approve products in real time. Every comment, response, and activity is automatically saved, creating a complete communication history that's always available to your team. Conversations can also continue through email, with replies synchronized back to the presentation so everyone stays on the same page—whether they're working online or from their inbox. With all communication, approvals, and history organized in one place, sales reps spend less time tracking down information and more time building relationships, responding quickly, and closing business faster.
Why Sales Teams Love
the Presentation Builder
Save time. Engage customers. Close more business.
Faster proposal creation
Build professional, branded presentations in minutes.
Better customer engagement
Keep customers engaged with interactive presentations and real-time updates.
Fewer revisions
Customers can comment, request changes, and approve online — reducing back-and-forth.
No duplicate data entry
Everything flows automatically — no rekeying and no data entry errors.
Online approvals
Capture approvals and sign-offs directly within the presentation.
One-click quote and order creation
Convert selections into quotes or orders in one click and close faster.
Less admin. Happier customers. More closed deals.
The Presentation Builder helps your team sell smarter and win more.
See the Presentation Builder in your business.
A personalized demo built around your workflows, your suppliers, and your business.