Creating and Editing ESP Presentations
To create a presentation, click on Presentations from the ESP Web toolbar and select Create a New Presentation.
Type the Presentation Name and then select a Project. Click on the thumbnail for the Presentation Template you wish to use. Click on the Create button.
Note: If you want to add this presentation to a new project or customer, click on the Create New link beneath Projects or New Customer to create them on the fly.
The Presentation Manager enables you to view and access your recent presentations.
ESP Presentations enables you to:
- Add products
- Edit product information
- Modify the product pricing
- Choose a design theme, layout and customize fields
- Use virtual samples
- Edit the contact information, header and footer
- Send or share this presentation
After creating a new presentation, you can add products.
In the Add Products area, you can add products from the clipboard, a project folder, a different presentation, or search ESP. Click on Add Products from the Presentations Toolbar.
- Use the Clipboard
Use products that have been saved onto the Clipboard.
- Project Folders
Use products that have been saved into a project folder.
Add items from a previously created presentation to use in your current presentation.
- Search ESP
Use the Quick Search and Guided Navigation to locate products you would like to include in the presentation.
Once you see the product you would like to include in the current presentation, click on it to select that item and then click on the Add Products button.
Edit Product Information
After adding products, use the Product dropdown to view the items in the presentation. If the presentation contains a lot of items, you may need to use a horizontal scroll bar to view them all.
You will see each product in your presentation and can click on the thumbnail to drag and drop them in order to reorganize them within the presentation.
Hover on the product thumbnail to see the Edit Product button. Click on the Edit Product to open the item in an editable state. Use the "X" to remove it from the presentation.
Note: The Show/Hide links in this area will apply to the individual product only. You are able to show or hide fields for all of the products in the presentation as well as save a template with specific visible or hidden fields.
The Upload a New Product Image link will enable you to upload your own image to use for the product. You can browse your computer or drag and drop image files to replace the product image.
Below the image is the Create a Virtual Sample button for all virtual sample ready products.
If the product has configurable options, such as multiple price grids or images, there will be a configure product pop out to tailor the product's information to exactly what you need.
The last section on the page includes the pricing information for the product.
Each available price grid will be shown for the product. You can click on Hide to not show any pricing information or can change pricing in the editable grid. If you make pricing changes, click on Save.
Modify the Product Pricing
When using the price calculator, there are a variety of pricing adjustments available. You can also manage the currency and convert it from US dollars (USD) to Canadian dollars (CAD) and vice versa.
You can adjust them based on a profit margin or by a specific amount. You can also convert the currency or edit price grids individually.
How would you like to adjust the pricing?
I want to use a Profit Margin
A profit margin is essentially the percentage of profit. To set the items to a profit margin, select the "Adjust Prices based on Profit Margin" option and enter a numeric value in the percentage box. Do not include the percentage symbol (%). Click on the Apply button to make your changes apply to all or selected products
I want to add or subtract a fixed amount or percentage
You can add or subtract - a percentage or a fixed amount - to or from the list price or the net cost. Select the boxes for the action you would like to take and enter a numeric value in the Fixed Amount or Percentage area. You can also choose to have the prices round up to two decimal places instead of three. When you are finished, click on the Apply button to make your changes apply to all or selected products.
I want to convert the currency
Pricing for all products in a presentation can be converted from US dollars (USD) to Canadian dollars (CAD) and vice versa. To convert pricing, click on the Manage Currency link.
Use the dropdown to select which currency should be displayed on the presentation. Then, use the conversion box to enter the exchange rate. Then, click on the Save button.
You will see a notification that the pricing has been updated in the presentation.
Also, a new row will be added to the existing price grid showing the converted price.
I want to edit an individual price grid
To update the quantities and pricing for a product, use the individual boxes for quantities, list prices, and net cost. Type the new quantities and pricing you would like to use and then click on the Save button.
If you wanted to reset the products to the supplier's list price, click on the Update All Products to Current ESP Price link.
Design Your Presentation
The Design dropdown contains two options: Theme and Layout & Fields.
In the Theme tab, you can select the orientation of the presentation: portrait or landscape.
After selecting the orientation, you can scroll the available themes by hovering on the arrows to the left and right of the theme thumbnails. After locating the theme you would like to work with, click on the color swatch below it.
In the next section, you can select the Header Layout. You can incorporate your logo into the header of the presentation by clicking on the use the Select from Image Library to choose a logo from the Media Manager or upload a new image.
You can use the Layout dropdown to select how you would like your logo and contact information to be displayed.
Note: To change the contact information on the header, go to the Contact Info section.
In the Footer Layout section, you can incorporate your logo into the footer of the presentation. Use the Select from Image Library to choose a logo from the Media Manager or upload a new image.
You can use the Layout dropdown to select how you would like the footer to be displayed. Use the Edit Content button to customize the footer to display text such as your web address. Check the Show page numbers box to add page numbers to your presentation.
Layout & Fields Tab
In the next section, you can select how you would like the items in the presentation to be presented. Hover on the arrows to the left and right of the product layout thumbnails to scroll through the available options:
- 1 product per page with a large image
- 1 product per page with more details
- 2 products per page
- 3 products per page
- 4 products per page
- 6 products per page
- 12 products per page
The data fields that are the standard for each template are denoted with the eye icon in the Product Fields section below.
All of the available fields and their labels will be listed in the Product Fields area. In this section, you are able to reorganize fields by typing numbers in the Order box or by dragging and dropping fields to the desired location.
You are able to select which fields are displayed on the presentation using the Visible checkbox. The standard fields for each template will automatically be marked and denoted by the eye icon to the far right. You are able to uncheck the visible checkbox to not display a field for any products in the presentation.
When determining the amount of fields to display, be mindful of the amount of standard fields for the template because adding more than the default number of fields may cause formatting issues. For example, if you are working with the 12 products per page layout, there is only space for a few fields. However, if you are working with the one product per page layout, you can show much more information for each item.
Here is the number of default fields for each layout:
- 1 product per page: Image, Price Grid with Price Includes Statement and 12 additional fields
- 1 large product per page: Image, Price Grid with Price Includes Statement and 7 additional fields
- 2 products per page: Image, Price Grid with Price Includes Statement and 7 additional fields
- 3 products per page: Image, Price Grid with Price Includes Statement and 7 additional fields
- 4 products per page: Image, Price Grid with Price Includes Statement and 7 additional fields
- 6 products per page: Image, Price Grid and 3 additional fields
- 12 products per page: Image, Price Grid and 3 additional fields
You are also able to rename the field labels. This means that if the default name for a field is Description, you can type a new label in the Customize Label Name box, such as Product Info.
If you would like to use the same layout, fields and custom label names for future presentations, you are able to save your custom template using the Save As Template option from the More dropdown.
Using Virtual Samples
In the Virtual Sample area, you are able to create a virtual sample using a logo from your logo library or with text for all virtual sample enabled images in the presentations.
To apply your logo, select Virtual Sample ready product image with Logo from my Logo Library, you can click on the Select from Image Library button. To upload a new logo, click on the Upload Media button, locate the image on your computer and click on Open. Then, hover on the image and click on the Select Image link. The logo will display in the Image Preview area.
To use text as a logo, select Virtual Sample ready product image with Text Then, type your text in the available box. You can use the toolbar to customize the look of your text.
If you would like to work with blank products, check the Create Blank Image checkbox.
When you are finished making changes, click on the Apply button.
Edit Contact Info
The Presentation Details area contains the presentation title, customer name, and your contact information.
Note: Saving the presentation details will automatically update the Header in the Design section.
Cover & Contact Page
Below the Presentations Details section are the Cover Page and Contact Page. You can add images to these pages by clicking on the Select from Image Library button. If you do not wish to include these pages within your presentation, uncheck the Show Cover Page and Show Contact Page checkboxes.
Introduction & Closing Pages
You can select an introduction page and closing page by using the dropdown. You can edit this information by clicking on the edit button below the available preview boxes. You can also create a new one using the Add New button.
If you do not want an Introduction or Closing page, use Select Introduction Page and Select Closing Page from the drop down menus.
Send and/or Share
There are several sending and sharing options on the Presentations Toolbar.
- Copy: Create a copy of this presentation.
- Save as Template: Save the current template as a custom template for use on future presentation.
- Share: Exporting to PowerPoint, share with other users in your company and/or publish the presentation to your ESP Website.
- Download: With one click, you can download your presentation to your computer in a PDF format. You are then able to attach the PDF into your email and send it as an attachment.
- Preview: Opens a preview of your presentation.
- Send: Email this presentation.
When sending your presentation via email, begin typing your customer's email address in the Send Presentation window. Then, you are able to customize the email subject line and message. Once you are finished, click on the Send Presentation button.
Share Your Presentation
To share this presentation with other users in your company, click the slider. It will display as Yes to indicate that this presentation is now available in the Shared Presentations area. Click on the View All Shared Presentations to view previously shared presentations.
Export to Microsoft PowerPoint
Export to PowerPoint offers you the ability to completely personalize your presentation. To include hidden field from the presentation in the Notes section of the PowerPoint presentation, check the Include hidden product fields in notes box and then click on the Export to PowerPoint button. Any fields you have hidden in the presentation will now be added to the Notes section of the PowerPoint presentation.
The following versions of PowerPoint are supported by ESP Presentations:
- PowerPoint 2007
- PowerPoint 2010
- PowerPoint 2013
- Mac OS X:
- PowerPoint for Mac 2011 14.2.0
- PowerPoint for Mac 2011 14.3.2
Publish to ESP Websites
You can also publish this presentation to your ESP Website or Company Store. Click on the Publish to: ESP Websites tab.
In this tab, select to which ESP Website (or Company Store) you would like to publish the presentation.
Check the box that corresponds with the site to which you would like to publish this presentation. Send the link to your customer so they can view the presentation on your website and order the products they are interested in. After making your selection, click Save.
Save a Custom Template
After you have customized the template in the Design area, click on the More dropdown and select Save as Template.
In the Save Template window, enter a name in the Template Name box. Click on Save.
Your custom template will now be saved in the ESP Presentation Manager and able to be used for all future presentations.
One Click Presentations
One click presentations are available within the product detail page of ESP Web. After clicking on the product name to access the Detail page, click on the Send button.
In the Send Product window, you can enter the email address of the recipient, as well as enter a CC or BCC address. The subject and message are pre-populated, but are able to be edited prior to sending this product. The message will be the body of the email. Your name, company name, company address and email will also be pre-populated in the message box.
You can also select to show basic details or full details. Basic details will include the product name, coded product number, description, pricing, color, size, material, shape and imprint method. Full details will include all information that is listed on the detail page, with the exception of supplier information. Both basic and full detail pages will include a disclaimer that reads: Additional charges for setup, art, shipping, rush service and taxes may apply, and will be communicated prior to processing your order.
Use the buttons on the toolbar to select whether you want to preview, download or print. Each option will open in a new tab where you can complete the action.
Once you have finished making your selections, click on the Send Product button to send your presentation to your desired recipient. If you do not wish to send the product, click on the Cancel link.
When sending the Detail page in a quick presentation, you will not be able to the edit the product information or pricing. If you wish do this before sending the product, create an ESP Presentation.
Click on Presentations from the ESP Web toolbar and select Presentations Manager.
In the Presentation Manager, you can access your five most recent projects and presentations. The five displayed are clickable links which will open the project folder or presentation.
You can also select a saved template from the Select a Presentation Template area. Hover on the template name and then click on the Pencil icon to rename a saved template. Hover on the template thumbnail and click on the plus sign to begin a new presentation using that template.