Sales room, more than an offer in an attachment

The sales room (digital sales room) turns the acceptance page of your offer into a small selling environment. Next to the offer, your customer sees a personal welcome, your scope of services, an image gallery, videos, documents, frequently asked questions, and an appointment button, on a background in your colours. All of it sits under the same acceptance link you send anyway.

Included in the paid plans (Pro and Team). With a paid plan the sales room is unlocked automatically. On the Free plan, the Sales Room tab only shows the offer page settings (acceptance & signature, terms, privacy policy, accent colour, booking link), not the sales room content.

Set up the sales room

Go to Settings → Sales Room (owners and admins can make changes). You maintain the content in the Digital Sales Room card:

1. Enable the Activate sales room toggle. While it is off, customers see nothing of the sales room.
2. Write a Greeting text (up to 1000 characters), e.g. “Great to have you here. You will find everything about your offer below.” It is shown to every customer without an offer-specific greeting, so it is best written to suit both Du and Sie customers.
3. Enter your key points under Scope / USPs, one per line, up to 8.
4. Optional: Show booking link in the sales room. You store the link itself on the same page in the Booking link card, in the Booking link (HTTPS) field; your customer then sees the Book a meeting button.
5. Maintain Frequently asked questions (FAQ) (up to 10), upload Documents (up to 5 PDFs, max. 20 MB each, e.g. price list or brochure, optionally with a Display name) and General sales videos (up to 3, MP4, WebM, or MOV, each up to about 5 minutes or max. 500 MB). While a video uploads, Flino shows the progress in percent.
6. Upload photos to the Image gallery and choose the Page background, see below.

Fields with the Visible to customers badge appear 1:1 for the recipient. Greeting, scope, FAQ, and toggles are saved via Save; documents, videos, and gallery images are saved right at upload.

For videos we recommend landscape MP4 (H.264), which plays in every browser. 500 MB is enough for about 5 minutes in Full HD. If a recording is larger, save it at a lower resolution (Full HD instead of 4K) or shorter.

The content applies to the whole organization, that is, to all offers at once. You can adjust individual offers, see Adjust per offer.

Image gallery

In the Image gallery card, Upload images adds up to 12 images (JPG, PNG, or WebP, up to 15 MB each). Flino shrinks large photos automatically on upload so the page loads quickly.

• Each image can get a caption (optional, up to 200 characters). Save captions stores them.
• The arrows change the order. The first image is shown large to your customer.
• Remove image takes an image out of the gallery.

Your customer sees the gallery under the heading Insights as a mosaic: one large image and up to four small ones. If there are more images, the last small one carries a counter such as “+5”. A click opens the images full size; the arrow keys move between them.

Page background

In the Page background card you choose what the acceptance page sits on:

• Default or one of the presets Soft, Aurora, Gradient, Grid, Dots, Waves, Blueprint, and Midnight. The presets pick up your accent colour automatically.
• Custom color: via the colour picker or as a hex value, e.g. #1E293B.
• Custom image: a photo or graphic (JPG, PNG, or WebP, up to 15 MB). Flino darkens the image so text on it stays readable.

Save background applies the choice. On dark backgrounds the page automatically shows headings outside the cards in a light colour.

Adjust per offer

On the offer detail page you find three cards that apply to this one offer only:

• Personal greeting: a greeting of its own (up to 1000 characters) that replaces the general greeting. Match the salutation to the contact (Du/Sie). Remove brings back the general text.
• Scope for this offer: custom points (up to 8) that replace the general points.
• Personal video message: one video for this offer only (MP4, WebM, or MOV, up to about 5 minutes or max. 500 MB, with a progress indicator while uploading). Your customer sees it at the top below your greeting, titled “Personal video message from [your name]”. Good for a short “Hello Ms. Müller, here are the three most important points of our offer”.

What your customer sees

From top to bottom, the acceptance page is laid out like this:

• Header: your logo, the offer number and the recipient’s company, and the heading “Your offer from [organisation]”. Below it are the amount and Valid until, the buttons View offer (opens the PDF) and Go to acceptance (jumps to the decision).
• Sender: your profile photo, the greeting (the offer’s own, otherwise the general one), and the personal video message
• Scope of services
• Insights: the image gallery
• Everything for your decision: general videos, documents, and the FAQ accordion
• Your decision: acceptance or decline
• Not ready yet?: the Book a meeting button, your email address, and the message field

While scrolling, a slim bar with the amount, the validity, and the To the decision button stays at the top.

If the toggle is off or you have not maintained any content, the sales room sections are missing; the header, the decision, and the questions area remain. The layout, acceptance, and how long the link stays valid are described in Acceptance link.

How long the sales room stays available

The sales room is tied to the acceptance link, and that link does not expire after a fixed period. It stays available as long as the offer is open. It closes when your customer has decided, when you mark the offer as won or lost or delete it, or when you switch the link off in the Offer link card. Your customer then only sees “This offer is no longer available.” with your logo and contact details. All the details are under How long the link stays valid.

Manage centrally through the company account

If your workspace belongs to a company account on the Team plan, owners and administrators can maintain the sales room centrally for all members: in the Team area under Sales Room (page Team Sales Room). There they maintain greeting, scope, FAQ, publishing, booking link, and accent colour, up to 5 documents and 3 videos (each up to about 5 minutes or 500 MB, with a progress indicator while uploading), the image gallery with up to 12 images, and the page background. Gallery and background work as in your own settings, see Image gallery and Page background.

When Manage centrally is active, Push to all transfers this content into the members’ sales rooms and replaces their existing texts, documents, videos, gallery images, and background. Empty fields count too: if the Team Sales Room has no gallery, the members’ gallery is empty afterwards as well, and Default as background resets theirs. Flino skips members without a paid plan. The members’ settings then show a notice that the sales room is managed centrally through the company account, and the fields are locked.

Measure impact

In Analytics, the Acceptance card shows four sales room metrics for the selected period: Sales room: views, Sales room: documents opened, Sales room: FAQs opened, and Sales room: booking clicked.

Flino only counts events. IP addresses, device profiles, or location data are not collected. On the acceptance page, your customers see a transparency notice that visits and interactions are processed on behalf of your organization.

Frequently asked questions

Does the sales room apply per offer or to all? The content is organization-wide and appears on all offers. Greeting, scope, and a personal video message can be set per offer.

Why do my customers see nothing? Check three things: the Activate sales room toggle is on, content is maintained, and your plan is a paid plan.

How long can a video be? Up to about 5 minutes or 500 MB. That applies to the general videos, the personal video message, and the videos in the company account’s Team Sales Room.

Can I switch off a single sales room? Yes. On the offer detail page, switch off the link of that offer in the Offer link card. The Activate sales room toggle in the settings, by contrast, applies to all offers.

Who may change the content? Only owners and admins. Everyone else sees the settings without the ability to edit. If the sales room is managed centrally through the company account, the fields are locked for everyone.