Automated · deck templateDiscovery and demo decks built from a single brief
A discovery and demo decks built from a single brief template for Sales & Revenue, built automated. Starting from a deal advances to the proposal stage, Preso designs every on-brand slide in the deck and delivers it through crm and the tools you already use - ready to present or export.
AutomatedBuild mode: Generated automatically on triggersTrigger
A deal advances to the proposal stage
Sales & Revenue
Design engine
Preso
prompt → on-brand deck
Brand kit
colors · fonts · voice
Who runs it
Build mode
Generated automatically on triggers
SDRs & AEs
team
RevOps
team
Founders
team
Integrations
Synced via API & MCP
Exports to
CRM
Preso
PPTX / PDF export
How the flow works
Trigger: A deal advances to the proposal stage
- 1
Preso designs the proposal deck with scope, pricing, and timeline
- 2
It reuses the locked, on-brand template every rep shares
- 3
Deal data from the CRM lands as clean, branded slides
- 4
Reps present from Preso or export to PowerPoint and PDF
Who runs it
- SDRs & AEs
- RevOps
- Founders
Integrations
Synced from your stack; designs stay on-brand by default.
Build mode & destinations
Generated automatically on triggers
CRM
Preso
PPTX / PDF export
What keeps it on-brand & on-track
- Structure and flow you control, designed for you
- Pricing and scope pulled from the deal record
- On-brand, even on the fiftieth proposal
Automated
Triggered by events or a schedule from your stack - a new month, a closed deal, fresh metrics - Preso generates and updates every deck automatically, with the structure and branding you control.
