See Also: Live Class - Winning Proposals Webinar
In Sales Mode, most sections offer simple customization options, allowing you to toggle section visibility and edit the disclaimer, as demonstrated below:
However, certain sections offer more extensive customization capabilities to enhance your Sales Mode experience:
Overview Page
Here, you have the freedom to personalize the background image. You can choose from our wide selection of templates or upload your own image to create a unique look and feel for your presentations. Please note that there is a 1MB file size limit for uploaded images to allow for rapid loading and presentation of your sales mode and web proposals.
You can also personalize the "Get in Touch" section that appears in the web proposal in this section. Select the Get in touch (Web Proposal) tab and choose a new image from the menu.
Energy Usage Page
On the Energy Usage section, you can control whether you want to display the escalation rate. Simply toggle it on or off as needed.
Please keep in mind that admins can determine which standard sections are visible during Sales Mode presentations to customers.