To access this guide as a PDF click here: Enerflo-Guide_Admins-How-to-Customize-Your-Optimus-Proposal-Slides.pdf
The Optimus configurator gives you complete control over the look and feel of your proposals. To launch the configurator, follow the steps below.
STEP 1
Navigate to Optimus Templates.
Go to Settings > Proposal > Optimus Templates.
To Edit an Existing Template, click on its name.
To create a New Template, click the + New button.
STEP 3
Use the Pricing Breakdown settings to choose which Equipment Pricing you want to show to your Customer.
Use the Theme Settings to choose the Sidebar and Color Adjustments you want to use in your Proposal.
STEP 4
Configure your Proposal Deck in the Slide Library.
Click the Trash Can to remove a slide from your slide deck.
Click the + Next button to a slide to add it to your slide deck.
Click the + Add Custom Slide button to create custom slides.
Click the List Icon and drag slides to rearrange the slide deck order.
Configure who will see your slide by clicking the Funnel Icon.
Select the scenarios for where you want your slide to display in the Proposal.
When you have completed your edits, click Save Changes.
On the main page, click the Optimus Templates Tab and confirm your new template is set to Active.
Once your template is marked Active, it will be used across all Proposals that meet the required conditions.
