Send a sell sheet

Build a branded sell sheet for an account, with prices and product details, and share it.

On the account, tap Share, then Sell sheet.

1. Check the price list. It starts on the account's own list; switch it if this order is different, such as direct instead of through the state.
2. Tick the products the account is interested in. With a long catalogue, search for them.
3. Adjust a price if you agreed a deal. Edited prices are saved with the sheet so your manager can see them.
4. Tap Preview, then Share to send the PDF by email, text or AirDrop.

One sheet has everything a buyer needs: for each product, its photo, prices, any deals running today, sales pitch, tasting notes and specs (category, proof, origin, UPC).

Sheets use your company's logo and colours.

For admins: what goes on the sheet. In the portal:

• Photo and pitch: under Products, choose Edit on each product. You can also change its name, category and pack there. Add a photo, a two- or three-sentence sales pitch and tasting notes; ABV, origin, UPC and SKU print in the product's spec line. You can also attach your own spec sheet PDF, which is added after the sell sheet.
• Prices: Sell sheets opens on the Prices tab, which holds your price lists: Standard, plus a list for any state, channel or premise priced differently. See *Price lists by state and channel*.
• Deals: on the same tab, add your own deals next to the list price: by the glass, 2-, 3- or 5-case, a sale with start and end dates, or anything else. Choose a starting point or type your own, then enter each product's deal price on Standard or on another price list. Sheets and the app show a deal only while it's running; Edit or switch one off at any time.
• Small print: the footer printed on every sheet, on the same tab.

Phones pick up changes on their next sync. The Sent tab lists every sheet reps send, and flags any price they changed. Managers see only this list, for their own team.