How to Configure Slides/Drops Settings

Article Introduction

In Financing and Pricing, Slides/Drops Settings control how pricing options are organized and displayed in Price Presentation. Each slide represents a pricing option shown to the customer.

Slides

Slides control how pricing options are structured and presented.

You can configure:

• Slide titles
• Which payment terms apply to each slide
• Which discounts are available per slide
• Whether the slide is enabled for sales reps

These settings determine what appears in every price presentation across the organization.

Relationship to Titles

Slides can use the same names defined in Titles, but they are not required to match.

Using consistent naming between Titles and Slides is recommended to ensure a clear and predictable presentation for both users and customers.

How to Add a Slide

• Click + Add Slide

• Enter a Title
• Select a Default Payment Term
• Select any Discounts if needed
• Click Save

How to Edit a Slide

• Select an existing slide
• Update the tile using the edit pen
• Click Save

Note: you can also delete the slide by clicking on the trash icon.

How to Enable or Disable a Slide

• Use the Enabled toggle next to the slide