Introduction
With our customisable PowerPoint templates, you are able to present valuation results to clients, stakeholders, or investors in a visually polished and brand-consistent format.
You can tailor your slides to match your unique style by adjusting fonts, colors, layouts, and slide sequences to ensure your exported presentations align perfectly with your branding or specific needs, delivering visually impactful and professional results.
Steps to Customize and Manage Your PowerPoint Templates
Access the Export Feature
From within the valuation flow, click the export icon in the navigation bar.
Add a Custom Template
Click the "Add Custom Template" button on the top right.
Choose between "Create Word Template" or "Manage PowerPoint Template" to proceed.
Navigate to the Template Management Screen
Selecting "Manage PowerPoint Template" will take you to the Template Management screen, where you can make detailed customizations.
Customize Your Template
Modify the sequence of slides to arrange your presentation flow.
Edit the colors and select a font to match your brand.
Click the settings button (cog icon) to open a menu where you can:
Rename the template.
Disable Valutico Branding
Save and View Your Template
Once completed and saved, your template will be added to the "Export" screen in the Custom Report section.
Further Customization Options
From the "Export" overview screen, you can:
Click the "Manage Templates" button to show or hide templates and refine your workflow.
Use the three-dot menu on each custom template to:
Edit
Rename
Delete
