How to Preview, Edit and Send your Pitch Presentation

This guide provides a step-by-step process for finalising and sending your Pitch.

You can preview your presentation in different formats before you send it.

Accessing the Preview Screen

Option 1: Open an existing campaign folder, toggle to the Pitch tab, and click the eye icon next to the presentation you want to view.
Option 2: After generating your Pitch document in the online form, it will automatically open for you.

Using the Preview Screen

Once generated, your Pitch presentation will open in the preview screen.
In the top-left corner, click the Preview button to open your presentation in full-screen mode.
You can also copy the preview link to share internally before sending to clients. Note: using this link will not generate agent notifications when it’s viewed.
In the top-right corner, use the toggle to switch between desktop view and mobile view.
Scroll down the page to review the full layout of your presentation.

On the right side of your preview screen, you’ll see two options for editing your presentation.

Click ‘Edit Form’ to go back to the online form to make simple changes.
Click ‘Advanced Edit’ to personalise your presentation, make direct text edits, or hide sections by using the eye icon.
Note: If you’ve recently updated your agent profile or made changes to your presentation after sending, click the ‘Regenerate’ button to instantly update your presentation with the latest information. The link remains the same, your recipients will automatically see the most current version.

You have three options for sharing your Pitch presentation with a client.

1. Copy Link

2. Send via SMS

The final screen in Pitch is your command centre for sending presentations. From here, you can preview, edit, set an expiry date, and share your presentation with clients.