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Customizing an Optimus Proposal
Customizing an Optimus Proposal

Customizing an Optimus Proposal

Emilie avatar
Written by Emilie
Updated this week

To create a custom Optimus Proposal Slideshow, or create a Custom Slide you'll need to have Company Admin permissions.

V2>Settings>Proposal>Optimus Templates

You can then either create a new template, or edit a previously created template.

Adding Custom Slides in Optimus

  1. Download the requested image to be added to Optimus slide deck

  2. Open Optimus Template page on V2

    1. i.e. solarcompany.enerflo.io/settings/proposal/optimus-templates

    2. Click on template that needs to be updated/edited

  3. Scroll down to bottom and click + Add Custom Slide/span>
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  4. Upload the image you want to show on your new slide.

Note: Slides have to be static images. We cannot pull in deal data to customize the slide for different customers.

Optimus Slide Image Details

If you would like to add a slide of your creation and want to match the Font etc. Here are some details:

Font = Product Sans

Ideal Resolution = 1366 x 1024. Note - Optimus will scale images, but this is the ideal resolution

Video = mp4, max file size 7 mb and 13 seconds

Optimus Slides are in Landscape format so to be consistent you should design your slides in the same format and not Portrait. Portrait formatted slides can result in the bottom being "cut off".

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