IN THIS ARTICLE

A Proposal is the final, branded version of a deal that is shared with external users. Learn how to set up the templates, generate proposals and share with guests.

CONTENTS

Overview

Unlike traditional slides, Estii populates and updates templates automatically based on your latest estimates and pricing.

Deal settings

General settings that apply to the entire presentation include the default theme, and global header/footer.

Theme

Each deal defaults the to default theme.

To change it, select another one, or click edit to view your Space’s Theme library .

Primary contact

The primary contact appears on the “Thank you” slide. It defaults to the deal owner

Header and footer

Override the default header and footer text defined in the theme

Show page numbers

Toggle the visibility of page numbers on slides

Show/hide skipped slides

By default, skipped slides are visible, but greyed out in the preview.

Use the toggle to hide them completely from view.

<aside> 👉 For more information on themes, see Themes

</aside>

Slide settings

Click on a slide to view the template-specific settings. Editing a template that flows across multiple slides will update all effected slides.

Common slide settings include:

• Skip slide toggle
• Slide title or heading