What is the Presentation Builder and how to use it?

The Presentation Builder empowers you to effortlessly customize presentations for each client, ensuring they receive the most relevant and impactful content. This tool can be particularly beneficial for sales teams, enabling them to tailor presentations based on specific client needs, industries, or goals, leading to more personalized and effective proposals.
The Library Manager can apply the presentation builder to any existing presentations in the library, enabling you to quickly customize and create engaging presentations with the help of variable slide groups. Because the Library Manager sets up those slide groups from presentations already approved in the library, tailoring a deck never breaks the approved foundation, and you are always building from the current version rather than an old copy on your own drive.

See it in action:

How to use a presentation builder

1) Go to the company library and under 'Categories' click on "Presentations". If there are any presentation builders, you'll find them marked by a red ribbon with a lightning icon in the upper-right corner of the presentation previews

2) After finding the presentation you want to use, hover over it and click "Download". If the presentation has variable slide group(s), a new window will pop up where you can (based on the guide/description the library manager provided) select the most relevant slide(s)

3) After selecting the relevant slide(s), click on "Finalize"

4) That's it! Your presentation is now customized with the most relevant slides.

After you build

When the presentation is ready to go out, you can share it with Send & Track instead of sending it as an attachment. Send & Track records which files and slides your recipient opened and how long they spent on each one, so you can see which parts of the deck you tailored actually held their attention.

Updated on: 09/14/2026