Create Data-Rich NetSuite Presentations and Quotes
eXtendPresentation allows NetSuite users to generate an external public link on opportunities and estimate records for a data-rich product presentation to send to an external customer.
With this NetSuite tool you can:
- Create personalized sales presentations and interactions
- Real-time feedback through one-click responses
- Automate responses to NetSuite records
- Customize & organize feedback to fit your company needs
NetSuite Presentation App Features
NetSuite Email Templates
Send out templated emails to your client to let them know an opportunity has been created for them to review.
Customer Feedback Management
All client feedback and comments are saved back into the NetSuite record for quick references.
Configure Item & Image Sourcing
eXtendPresentation also allows you access to configurable item and image sourcing tools.
Combine with eXtendFiles
If eXtendFiles is installed in your NetSuite account, you can upload new images on the fly using the eXtendFiles upload feature.
Create Interactive NetSuite Presentations
eXtendPresentation offers valuable tools for you to use such as:
- An easy-to-use interface allowing you to share public links with clients.
- Gather instant feedback from external parties without having to track down email correspondences.
- Display your presentation details to match your branding guidelines.
- Capture the information you want from your client with customizable fields
Build Sales Presentations With Ease
eXtendPresentation gives you the ability to automatically populate key fields from your item data. Our streamlined user interface allows you to adjust those item details as necessary.
With eXtendPresentation, you can easily:
- Adjust descriptions
- Add images
- Adjust selling prices or margins
- Add comments
- Add surcharge(s)
Customize NetSuite Presentations With Dynamic Templates
Our highly dynamic presentation template can easily be customized to meet your unique requirements.
The eXtendPresentation web template can be tailored to match your company branding, colors and style guidelines.
Now, a sales rep or presentation rep can easily leverage the underlying native NetSuite employee record details. Most importantly, the response details can be captured through a variety of different user interface methods that are all easily supported through eXtendPresentation. Some examples include:
- Radio buttons
- Checkboxes
- Freeform comment
- Approval and rejection buttons
Quality Presentations In Just A Few Clicks
Easily Choose Your NetSuite Items To Display
To begin, simply choose the NetSuite items or products you’d like in your presentation. The description, item image, and pricing of the item will auto populate depending on the NetSuite configuration performed by your administrator.
Note: You can override these values as need
Send Your External Customer or Client a Templated Email
Once your presentation is ready, send your clients or coworkers a templated email that matches your company branding to let them know an opportunity has been created for them to review.
Customer or Client Reviews Presentation
On the presentation your customer will be able to review and submit their responses for each item on the presentation.
Customer responses and feedback gathered can be customized to fit your company needs.
Customer Responses Are Automatically Tracked Into NetSuite
Once the presentation is submitted by the customer, the responses will be automatically routed back into NetSuite for your review and saved as a transaction line level within the NetSuite record. Alerts can be raised when responses are received.
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