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Overview

Generate personalized Sales Decks using context from your Knowledge Base, and personalized using information about your audience from the Deal.

Sales Decks are created using the Customize Template workflow. This allows you to leverage AI-generated personalized content directly inside your Powerpoint presentations.

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Template Customization

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Clickthrough Demo

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How it Works

  1. Create a Template: Upload a Sales Deck as a Template in the Templates tab (or start from scratch). See more details in the Templates section.
  2. Customize with Deal Context: Choose Customize a Template from a Deal’s Action Menu. Then choose the Sales Deck you’d like to customize.
  3. Draft: DealPage will automatically fill out the template using information from your Deal and your Template’s instructions. Review and edit the draft response as needed.
  4. Finalize Response: Finalize the response and export it into the desired format such as Powerpoint, or PDF.

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Tips

  1. Provide examples and detailed instructions: The better the instructions in your Template, the more accurate the draft response will be.
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