Quotes and Presentations on the Employer Profile Page
Every time you create a Marketing Event or RFP, Plansight automatically generates a matching presentation. This saves you time and keeps all quoting and presentation work tied to the right employer.
At the bottom of the Employer Profile Page, the Presentations table lists each automatically created presentation. Every entry in the table links directly back to the Marketing Event or RFP it was created from, so you always know which presentation belongs to which project.
To manage quotes or refine the final presentation for the customer, click the presentation name. This opens the presentation workspace where you can adjust plan selections, update rates, organize slides, and prepare the final version you intend to share.
Questions this article answers
• Does Plansight create a presentation automatically when I create an RFP?
• Where do I find presentations on the employer profile?
• How do I open the presentation workspace?
• Is the presentation linked to the RFP?
• Can I adjust plan selections in the presentation?
• Where do I manage the final presentation for the client?
• Does each marketing event get its own presentation?
• How do I update rates in the presentation?
• Where is the presentations table on the employer profile page?
• How do quotes connect to the presentation?