Custom proposal and media plan generator
A media marketing agency whose sales team builds proposals and media plans for each client. Each plan combines media inventory, pricing and brand layout.
Building them depended on design: every proposal went through the creative team before going out, which made the process slow and hard to scale in peak demand.
Every proposal and media plan was built by hand in Excel and PowerPoint, and went through design before going out
The bottleneck was the layout, not thinking the proposal
Inconsistent proposals: every rep built their own
Long build times that slowed the sales team in peak demand
Media inventory and pricing scattered and error-prone
Web app for the sales team
We built an internal app where any rep builds a complete proposal in minutes, without going through design.
Media plan calculated automatically
The app takes the media inventory and pricing from a database and builds the media plan calculated on its own.
PDF and Excel output with the brand
It generates the PDF laid out with the agency's identity and the Excel from the same data, consistent and with no manual work.
Productized and reusable
It is not a one-off document: it is a generator the team uses for every new client.
On-brand design
The layout replicates the agency's visual standard, so sales doesn't depend on the creative team to look professional.
Week 1-2
Mapping the current build, media inventory and brand layout
Week 3-4
Building the generator: media plan calculation and PDF/Excel output
Week 5
Testing with real proposals and tuning the layout
Week 6
Launch with the sales team
Every proposal used to depend on design and we lost time on something that should be fast. Now the team builds the media plan and the proposal in minutes, with the PDF and Excel ready and on-brand. We scaled without adding people to creative.
Sales leadership
Media marketing agency
Duotach project
to build a proposal, it used to be hours
dependency on the design team per proposal
generated automatically from the same data
of proposals with consistent brand layout
the sales team can send per week
reusable for every new client
Is your team losing time building proposals?
We build you a custom generator that builds proposals and media plans in minutes, with your brand.
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