Where do I create a client proposal or presentation?

Open Decks & Proposals, choose New presentation, and choose what you want to make: Client Proposal, Capabilities Presentation, Partnership / Media Kit, Case Study, or Analytics Sheet. Select Begin. It asks What are you trying to do?: say what the presentation is for in your own words, or pick one of the ideas under the box, then select Make presentation. The ideas are written from your own website, such as its pages, partner brands and figures, with a different set for each kind of presentation, and each one starts with that kind, such as "A capabilities presentation for". What you write guides which pages of your website the presentation is built from, and the best match leads it and is named on the cover. It is kept in the internal preparation notes and never appears on a slide. Leave the box empty to build from your website as a whole. Podspun fills in your brand and prepares a presentation from your account content, in your website's own colors, using short text sections and selected photographs. When suitable photographs are available, one appears on the cover and others illustrate the work. Complete source text stays in the internal preparation record. There is no setup wizard or website-context dropdown. Open PDF opens the saved document in a new tab.

The presentation shows one slide at a time. Move between slides with the arrows beside the slide count or the Left and Right arrow keys, and select Present to show it full screen. Headings are your website's own words. Short pieces of text next to each other share a slide, and a section with a long list or many paragraphs is spread over several slides. Figures, such as follower counts or years in business, show as large numbers in boxes with their labels, card and offer grids on your site become picture cards, and logo strips become a slide of logos. Forms and buttons on your site are left out. Figures in boxes are rounded, so 46,000 reads 46K+. The numbers slide shows live figures from Shared Values: a figure your website reads live, such as followers or destinations covered, and your views and likes from Analytics. A figure you type on Shared Values is shown instead. They update each time the presentation opens, and an approved version keeps the figures it was approved with. A presentation made from a website with no numbers gets a numbers slide of your Analytics figures after the introduction. You are introduced once, on an introduction slide with your photo. Social covers show whole, at their own shape. The last slide is Contact, with links to your website and its contact page once the website has its own domain, and the email addresses and social profiles found on the site. Every slide has content: no empty placeholder pages are made.

Under the last slide, Add a page offers ideas for that kind of presentation (for a proposal: Scope, Timeline, Fees and Audience) and a box for your own request. Some ideas put the start of a request in the box for you to finish with your own facts, such as your fees or dates. Select Add page and the page is written from your request and your website and placed before Contact. If there is nothing to write it from, it is not added: put the facts in the box and try again. Above the slides are Add slide, Edit details and Send or share. Choose Edit this slide to change its text directly or ask for a change, review the result, then Save changes. Edit details contains the title, the optional Prepared for name and your brand name. The logo and colors come from your website. A blank Prepared for field is okay: add a recipient later to show it on the cover. Presentations stay separate from your website pages.

Select presentation checkboxes to archive several together. In the Archived view, restore selected presentations or choose Permanently Delete. Permanent deletion is available for archived presentations only and requires typing DELETE. It removes their approved versions, PDFs and client links.

When you have not made a presentation yet, Decks & Proposals opens on the templates. Each card carries your logo with the presentation type (your account name until you add a logo), and picks up a new logo on its own. View sample opens the whole presentation made from your content as a PDF, before you make one. After your first presentation, the page lists your presentations, and New presentation opens the templates.