PowerPoint presentations are a great way show off your business, your products, and anything else you’d like to show people. Many times these presentations are completely identical regardless of the audience. What if there was an easy way to customize the presentations so they are tailored to the business or audience you are targeting? We’re happy to announce that Formstack Documents can now create PowerPoint presentations on the fly and include your customized information!
Personalize your PowerPoint to a prospective lead - include their names, logo, etc. Make them feel like you took time out of your day to make this presentation specifically for them. They’ll love it!
Note: In order to create a ppt output document you will need to have a ppt document template.
In this example we going to show you how to create a presentation that is personalized to a prospect and includes customized pricing options. First, we are going to setup the PowerPoint presentation. On the first slide we are going to include a spot for the company name, the representative we are meeting with, and a few other pieces of information. On the second slide we are going to include our pricing options for this prospect. For the remaining slides we’ll keep customizing the information and adding merge fields where applicable.
Make sure to use unique names for each field name. Do not use numbers on their own (eg '123') or include spaces, punctuation, special characters, or hyphens in the field names to ensure an easy integration process.
After we have the presentation all ready to go, let’s create a new document in Formstack Documents and upload it. For our purposes here, we’re just going to use the Merge form provided by Formstack Documents to generate the presentation, but this could be generated from CRMs like Salesforce, from an online form from Formstack, or any number of other services. After we enter the information, here is the final presentation:
How was that for easy? No need to go through the presentation slide-by-slide and make changes. Formstack Documents can do everything for you and reduce mistakes, save you time, and leave your prospects excited to work with you. Can you think of any presentations that you’d like to generate with Formstack Documents?
Show/Hide Slides with Logic
If you want to show or hide slides within your presentation based on logic/conditions, you can use a simple tag on your slide. This tag is like other "if" statements in Formstack Documents, but we'll use "slideif" instead. Like this:
{slideif !empty($BuyerInfo)} or {slideif $Amount >= 10000}