Generate dynamic pricing and ROI decks per deal
Build deal-specific pricing and ROI decks from CRM data and your current commercial rules.
Category
Setup
API
Example toolkit
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.
Related workflows
Automate sales materials for every account, at every stage
Auto-create account-specific sales decks, proposals, and mutual action plans whenever a deal advances.
Generate follow-up decks from call notes
Turn call notes into branded follow-up decks ready to review and send right after the meeting.
Arm your champion with a deck they can pitch internally
Give champions a polished, account-specific business case they can share with the buying committee.







