New Features 📣

Sync Content from Your DAM

Easily sync folders and content from your existing Digital Asset Management systems like Aprimo or SharePoint. 

This streamlines your content operations by enabling seamless, centralized content updates—without manual uploads.

Connect once, and manage your assets in one place.

Build Digital PitchDecks from Static PPTX Slides or PDF Pages

Reps can quickly assemble Digital PitchDecks by selecting static slides from PowerPoint files or pages from PDFs. 

These slides remain static, providing a simple and consistent way to create on-brand presentations.

Add Interactive Data Charts to Your PitchDecks

Bring your data to life with the new charts component. Easily create bar, pie, line, and other chart types directly inside your PitchDeck—using either external data sources or manual inputs. 

It’s simple, flexible, and designed to make complex information easy to understand.

Control Key Experiences with the New Template Manager

The new Template Manager lets admins select which PitchDeck templates should be used for two core experiences: the rep landing page and the file-sharing flow. Landing page templates can include images, text, updates, and embedded dashboards—while sharing templates ensure a consistent, branded experience when content is shared externally.

Improvements 🎨 

Lock PitchDecks and Templates While Editing

Admins and reps can now lock PitchDecks and templates while they’re working on them—preventing others from making changes at the same time. 

This avoids version conflicts and accidental overwrites, making collaboration smoother and more reliable.

View Key File Metadata in the Content Browser

Reps can now view additional key metadata fields for files directly in the Content Browser list view. This extra context helps them quickly identify and select the right content without needing to open each file.

Search Suggestions for File Name, Tags, and Metadata Filters

To help reps find content faster, we’ve added search suggestions for metadata filters, file names and tags in the Content Browser. 

This makes searching and filtering more intuitive, reducing the time needed to locate the right files.

Template Folders for Better Organization

Admins can now organize templates into folders, making it easier to manage large numbers of templates. 

They can toggle between folder view and table view for flexible navigation and quicker access.

What’s Coming Soon ⏳

Here’s a look at what’s in the pipeline—new capabilities designed to give admins more control and reps even more flexibility in the field.

Convert PPTX Files into Digital Templates and Slides

Upload PowerPoint files and turn them into editable digital slides for use in PitchDecks.

Dynamic Data Tables in PitchDecks

Add rich, interactive data tables powered by external data sources to bring real-time context into meetings.

Push Notifications from Admin to Reps

Send important updates directly to reps’ mobile devices with the new Notifications Admin.