Live Demo: AI Quoting Built for Services

Date TBD

Relax and relive the moment.

What was covered

Replace weeks of manual quoting with services-built CPQ and AI that connects sales, delivery, and operations teams in one space.

Join SVP of GTM Strategy, Franco Anzini and Solution Engineering Leader Dennis Tran for a live walkthrough of the only quoting platform built specifically for services companies to quote faster, price smarter, and deliver with confidence.

What You Will Learn:

1. How to quote in hours instead of weeks while giving delivery teams quotes they can actually execute.

2. Why margin visibility and AI pricing suggestions protect profitability without slowing down sales

3. How automated PSA & CRM integration eliminates delays and gets projects running faster

Key Topics:

What agile event programs are and why they're essential

Strategies and tools for building agile event marketing

How to scale agile event programs without losing brand integrity or valuable data

Steps you can take right now to introduce agile event marketing into your business

Grab your favorite snack and tune in.

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Session Sponsors

Your Hosts

Franco

Anzini

SVP of GTM Strategy

Provus

Dennis

Tran

Senior Manager, Solution Engineering,

Provus

Session Description

Replace weeks of manual quoting with services-built CPQ and AI that connects sales, delivery, and operations teams in one space.

Join SVP of GTM Strategy, Franco Anzini and Solution Engineering Leader Dennis Tran for a live walkthrough of the only quoting platform built specifically for services companies to quote faster, price smarter, and deliver with confidence.

What You Will Learn:

1. How to quote in hours instead of weeks while giving delivery teams quotes they can actually execute.

2. Why margin visibility and AI pricing suggestions protect profitability without slowing down sales

3. How automated PSA & CRM integration eliminates delays and gets projects running faster

Key Topics:

View live margin tracking and staffing gaps across your entire pipeline

Turn a CRM opportunity into an accurate quote in minutes

Quote with Excel-like interface while teams collaborate in real time

Generate AI recommendations for staffing and pricing based on your best projects

Create executable projects automatically with full resource allocation

Achieve 70% faster quotes with better margins and confident delivery

Your Hosts

Jake Hernandez

Chief Creative Officer

Openform

Jake Hernandez is senior director of product marketing at Openform, where his goal is to help people unlock the power of in-person events.

Leo Di Salvo

Sr. Technology Consultant

Openform

Leo Di Salvo is the Senior Technology Consultant at Openform, where his goal is to help people unlock the power of in-person events.

Run of show

12:00PM

Webinar Begins

Opening remarks from your hosts

12:15PM

5-Tips

5 Tips for Creating Virtual Events

12:45PM

Closing

Final remarks from your hosts

Grab your favorite snack and tune in.

Pro Tip:

First, watch the video to learn how to use this type of theme. Then, replace the iFrame embed code of the video below by clicking into it and clicking on the "Embed Options" tab on the right. Hide this element when you're finished.

Need more help? Here are some great Help Center articles regarding embed best-practices:

How do I resize an iFrame?

What's the difference between iFrame elements and Video elements?

How do I embed webinars or livestreams using an iFrame element?

What can I embed using an iframe into Splash?

Resource List

01

A Guide to Agile Event Programs that Can Survive Anything

Explore why the most dynamic leaders are building strategies for agile event marketing with a focus on scaling in-person and virtual events that are fast, flexible, and hyper-effective at driving meaningful connections.

Download

02

Crisis Mode: Ideas for Managing Events in Challenging Situations

Learn strategies, experiences and lessons learned from top event marketing leaders who have walked through the fire more than once and lived to talk about it.

Register

03

How to Build a Rock Solid Agile Events Program

The old way of doing event marketing—a large, inflexible investment in a small number of tentpole events—doesn't fit into a business world that demands adaptability and speed.

Watch now

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