Tear sheets are an important tool for sales reps; tear sheets allow reps to email details and pricing information about their products quickly and easily to their clients. A recent update to the RepZio App now allows sales reps to create and send a downloadable PDF file of their tear sheets to their clients. Check out the step-by-step instructions on how to do so below!
To create a tear sheet, simply tap on the tear sheet symbol which is highlighted in the above screenshot. You can create tear sheets for one specific product, a select group of products by bookmarking, or an entire category as a tear sheet by tapping on the tear sheet symbol while browsing a category.
The next screen will show several options:
Branding determines whether your company logo will be displayed or not within the tear sheet.
Pricing governs whether pricing information will be shown or not on the tear sheet. You may also select the price level for your customers to view if your organization utilizes more than one price level.
Please note that the recipient line and subject line must be filled out in order to send a tear sheet.
Once you have filled out the details mentioned above, tap on the "+PDF" symbol highlighted in the screenshot above. This will make the following screen appear:
You will need to create a document header for your PDF file. The top line is for the main title of the PDF file; the bottom line is a sub-title, which is optional. You may also select how your products will be displayed within the PDF file--I chose the 2 x 2 option, which will show four products per page.
Once you have created a title and selected a product grid layout, tap on the "Save & Attach" button in the very top right corner of your screen. This will take you back to the email you were working on:
Your PDF file has been created and attached to your email, which you can see in the screenshot above. The last step is to send the email off to your client, which can be accomplished by simply tapping on "Send" in the top right corner of your screen.