Output Templates & Customization

This update introduces significant enhancements to output customization, offering users greater flexibility and efficiency in presenting and exporting data. This guide provides an overview of the new features and how they can be utilized for a more tailored experience.

Output Templates

Select from multiple output templates to suit different presentation needs.  

Template Preview

Preview how each template looks before finalizing.

Expanded Format Support

In addition to existing formats, export your data in PDF and TIFF for broader application.

Recent Templates

Choose to re-generate one of your most recent outputs

Dedicated Outputs Page

Within a session there is a new dedicated outputs page, a convenient place to view all the available templates.

Updated Default Word Templates

Include session images, logos, and change color schemes to align outputs with specific branding or presentation styles.

New Single Page Summary Template

Ideal for quick overviews, this template allows for a succinct yet comprehensive presentation of data.

Custom Templates

For requirements beyond the scope of standard templates, custom template creation is available. Contact us at [email protected] to discuss creating a bespoke template that fits your specific needs.

Adjustments to Previous Features

To integrate these new functionalities, certain older features were phased out, such as the ability to disable charts or omit sections, due to incompatibility with the new template feature. If any of these features are important we can accommodate them in new layouts, please contact us with your requirements.

How to Use the New Features

  1. Selecting a Template: Access the template options from the export menu. Browse through the available choices and select the one that best fits your needs.
  2. Previewing Templates: Before finalizing, use the preview option to see how your data will appear in the chosen template.
  3. Customizing the Default Template: In the settings menu, you'll find options to add the session image, your logo, and adjust the color scheme of the template.
  4. Requesting Custom Templates: Contact us via email with details of your specific needs, and we'll work with you to create a custom template.

Feedback and Support

Your feedback is crucial in our continuous effort to improve Shark software. If you have suggestions or require assistance with the new features, please don't hesitate to contact us. Your input helps us to enhance the software and serve you better.

What we do

At Shark Finesse we have developed an enterprise-grade cloud application to help businesses standardise and simplify their value engagements across the entire customer journey.

Shark, a business value engagement platform used by 1000’s of customer-facing teams globally (e.g. pre-sales, sales, value teams, and customer success) is easy to use, intuitive and usable directly with the customer to negotiate the likely business returns from investing in a solution.

By adopting the Shark approach you will fundamentally transform conversations with new and existing customers, close more business, and differentiate from the competition.