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Program Presenter Pro

Custom program quoting that used to take 2 hours now takes 2 minutes — automated across 50+ program types.

93%
Faster Quotes
2 Min
Quote Time
50+
Program Types
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The Story

Sales reps at program-based businesses were manually building custom quotes for dozens of program types — pulling data from spreadsheets, calculating pricing, formatting proposals, and sending them out one by one. A single quote took over two hours. Program Presenter Pro automated the entire flow: input the client's requirements, select program type, and get a formatted, branded proposal in two minutes.

What We Built

  • Program configuration engine supporting 50+ distinct program types with custom pricing logic
  • Dynamic quote builder with real-time pricing calculation
  • Branded proposal PDF generation with company letterhead and custom cover pages
  • CRM integration for client data pre-fill and quote history tracking
  • Role-based access for sales reps, managers, and admins with approval workflows
  • Analytics dashboard tracking quote volume, win rates, and average deal size

Results

  • 93% reduction in quote creation time — from 2 hours to under 2 minutes
  • Sales reps reported sending 4x more quotes per day after switching
  • Proposal quality improved — consistent formatting eliminated errors from manual builds
  • Management gained full visibility into pipeline with quote tracking and status updates
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