Building the ultimate Figma-enabled sales tool.

For starters, what is Quickcard? Quickcard is a platform for managing, personalizing, and sending documents, particularly sales documents.

Unlike platforms like Highspot, Seismic, or Docsend, Quickcard uses Figma as its design-backend. Why? Figma is the best design platform on the market, championing collaboration and ease-of-use, and a tight integration with Figma keeps designers, marketers, and sales folks happy.

How do you get started?

Linking a Quickcard document with a Figma file couldn't be easier. After connecting your Figma account, simply paste a Figma URL into Quickcard's new document widget. Feel free to follow-along this tutorial by cloning this Figma file.

Now, Quickcard will automatically import the appropriate frames.

Quickcard knows to exclude content with names that include [IGNORE] and [REF] or are formatted in the Collection_Name / Item_Name format. We'll discuss the purpose of these later.

Now, we have our freshly imported deck:

How does syncing work?  

Quickcard doesn't just import files from Figma, but creates a dynamic link between them. For example, let's change the color of the bottom vector from forest green to ocean blue in Figma.

Now, navigate to your Quickcard document, and locate the sync button:

By pressing sync, it'll auto-update my sales deck to match the Figma file, including our brand new color-swap.

How does personalization work?

Quickcard offers expressive personalization on your sales content. From injecting in your customer's logo to auto-including or excluding slides based on personas, you have ample personalization control in Quickcard.

Most importantly, Quickcard can import slide widget variations directly from Figma! Using the Collection_Name / Item_Name format, you can inform Quickcard to import a set of frames as an interchangeable collection.

For instance, here is a set of sales-rep badges organized as a collection. I have used Figma's best feature–components–to keep my parallel content tidy.

Now, in Quickcard, I can navigate to Embeddables, select Inject Image Variable, and draw an appropriate bounding box.  

Finally, I connect that image variable box to the appropriate Figma collection, which, in this case, is Sales Rep. Automatically, Quickcard imports the frames from Figma as options.

Now, I can choose the correct frames via Quickcard's Tailoring and Inputs step whenever I'm generating a link to the sales deck:  

In the future, if I decide to add a new item to a collection, such as a new sales rep, I can simply clone the component in Figma and sync. Quickcard will automatically add the new option to the collection.

Using reference slides?

Because Quickcard allows for dynamic content such as image variables, text variables, gifs, videos, etc, we often need to make room for those in our designs. This creates an issue–how do we represent dynamic content in Figma to ensure it remain as our central source of truth?

The answer is Reference Slides. If I clone any imported frame of mine and rename it to be the original name + [REF], it'll automatically be imported as a reference slide.

Below is a slide for success stories named 4. Success Stories, followed by it's reference slide named 4. Success Stories [REF] with the inserted variable, the testimonial.

Now, in Quickcard, I can toggle on Show Reference Slide to see the reference slide at 50% opacity. This assists with alignment of dynamic content to match the Figma reference with pixel perfect accuracy.

What about content I don't want imported?

It's common to have frames that aren't meant to be included in the final presentation, such as color swatches. If I end any frame name with [IGNORE], Quickcard knows to automatically ignore that content when importing.

In Conclusion

Quickcard is a sales enablement tool built on Figma. If you are interested in learning more about our product, please book a time to chat with me here.