Generate dynamic pricing and ROI decks per deal

Build deal-specific pricing and ROI decks from CRM data and your current commercial rules.

Setup

API

Example toolkit

HubSpot
Claude
Pitch

Problem

Pricing conversations go better with structure. A clearly framed set of options beats a single take-it-or-leave-it figure, but building an options deck per deal is fiddly work: tables, terms, and totals all need to be right before it goes anywhere near a prospect.

Solution

With deal data in your CRM and your pricing logic somewhere your AI can read, a three-option pricing deck becomes a 60-second job. Review the numbers, adjust the framing, and share on a tracked link.

How it works

  • Keep your pricing logic (tiers, discounts, terms) in a doc or sheet your AI can reference.

  • Prompt your AI to “create a pricing options deck for this deal in HubSpot: three packages around their 45-seat requirement, with annual and monthly terms, using our pricing options template.”

  • Review the numbers carefully before it goes anywhere, adjust the framing, and share via a tracked link. Slide engagement stats in Pitch reveal their preferred option.

Power up

Via API, generate a pricing deck automatically when a deal enters the negotiation stage, using the deal’s seat count and applicable discount rules. And use Pitch’s Anything Block to vibe-code an interactive, on-brand ROI calculator that lives directly inside the sales deck.

Pitch product visual