The Backoffice allows you to personalize your commercial proposals using Microsoft PowerPoint in just 5 steps:
✅ Step-by-Step Process
- Download the Current Template
Begin by downloading the existing proposal document from the Backoffice. - Customize the Template in PowerPoint
Open the downloaded file in Microsoft PowerPoint and tailor it to match your brand and project requirements. This allows you to:- Adjust fixed elements such as your logo and brand colors — these will appear in every proposal.
- Design dynamic content areas that adapt to each project. This is done using placeholders — smart, dynamic fields that automatically fill in relevant data (e.g., customer name, system size, financial metrics) when a proposal is generated. This approach allows efficient personalization, ensuring consistency and accuracy.
➡️ Click here to view the full list of placeholders
- Upload the Modified Template
After editing, upload the updated version of the document back into the system. - (Optional) Preview a Generated Proposal
You may generate a preview using an existing proposal to verify that all elements are displayed as intended.
⚠️ This step is optional, but highly recommended. - Publish Your Changes
Finalize your adjustments. All proposals generated after publication will use the new template.
⏳ Version Control
The Publication History allows you to:
- Download previous versions
- Track modifications over time
▶️ Need Help?
Watch this short video walkthrough for a guided explanation of the full process: