How to Build Presentations and Use Slide Types in Proposaly – Proposaly Help Center

1. Introduction

What this article covers:
This guide will show you how to create presentations in Proposaly using its wide variety of slide types — including carousels, tables, charts, AI-assisted slides, and more.

Who this is for:
Sales teams, marketers, and proposal designers who want to build dynamic, visual proposals using Proposaly’s presentation tools.

Why it’s useful:
Proposaly's slide system helps you build beautiful, branded client presentations quickly, while still maintaining flexibility, structure, and interactivity.

2. Step-by-Step Instructions

Step 1: Start a New Presentation

Log in to your Proposaly account.
Click “New Proposal”, then select “Presentation Mode.”
Give your presentation a name and click “Create.”

Step 2: Add and Organize Slides

Click “Add Slide” on the left-hand sidebar.
You’ll be prompted to choose from a variety of slide types (see full list below).
Use drag-and-drop to reorder slides.
Use the three-dot menu to duplicate or delete slides as needed.

3. Overview of Slide Types in Proposaly

Here’s a complete list of the slide types currently available, grouped by function and visual style:

AI Slide

✨ AI Slide
Use Proposaly’s AI to auto-generate a first draft of your slide content — including text, layout, and image suggestions based on your input.

Layout & Content Slides

🖥 Full Screen – Centered content with large visuals and a subtitle.
🪟 Split Screen – Side-by-side layout for text and image.

Carousel Slides

🔁 Horizontal Carousel – Scroll horizontally through multiple items.
↕️ Vertical Carousel – Scroll vertically through stacked elements.
🖼 Image Carousel – Dedicated for image galleries with horizontal swipe.
📦 Item Carousel – Showcase individual items with accompanying text and images.

Interactive Visual Slides

🆚 Before & After – Compare two visuals side-by-side with a sliding divider.
🔍 Zoom – Embed interactive images with zoomable sections.
📊 Stretch – Visually display stretched comparisons or metrics.

Data & Structure Slides

📋 Table – Display rows and columns of information (great for pricing, comparisons, specs).
📈 Chart – Use built-in bar or pie charts to visualize data.
🔲 Grid – Arrange multiple items uniformly in rows and columns.

Specialty Slides

🖼 Gallery – Display a collection of images in a tiled format.
🗓 Itinerary – Ideal for schedules or travel plans. Lists events and times clearly.
❓ Q&A Slide – Create FAQ-style layouts with collapsible question/answer pairs.

4. Tips & Troubleshooting

Tip: Save Frequently Used Slides as Templates

Click the “Save as Template” button on any customized slide to reuse it later across other proposals.

Issue: Slide not appearing as expected in PDF

Solution: Preview the slide before exporting, and avoid overlapping text/image blocks.

Issue: Can’t add more slides

Solution: Check your plan limits or confirm that you have Editor or Admin permissions.

5. FAQs

Q1: Can I use multiple types of slides in the same presentation?
A1: Yes! You can mix and match slide types freely for a dynamic and engaging layout.

Q2: Are all slide types mobile-optimized?
A2: Yes. Every slide automatically adjusts for mobile viewing, ensuring a smooth client experience.

Q3: Can I embed videos or external content?
A3: Yes. Use the text editor on most slides to embed links, videos, or custom code.

6. Additional Resources

7. Conclusion / Next Steps

With over a dozen flexible slide types, Proposaly gives you complete creative control over your presentations. Whether you're pitching, showcasing a portfolio, or sharing pricing, the right slide type makes all the difference.

Start building today — and reach out to our team if you'd like help choosing the best layout for your next proposal.