For PreSales Engineers

PreSales Engineers: Automate Documentation, Focus on Value

Automate discovery documentation. Generate proposals in minutes. Focus on what matters: understanding customer needs.

14-day free trial · No credit card required

The PreSales Engineer's Dilemma

You know the pain of spending hours on documentation instead of building relationships

Manual Note-Taking

Spending 2-3 hours after each discovery call transcribing notes and organizing information

10+ hours/week

Scattered Information

Requirements spread across emails, notes, and recordings. Hard to find what you need when you need it.

30% time wasted

Slow Proposal Turnaround

Taking 5-10 hours to create a proposal while prospects are evaluating competitors

3-5 days delay

How PreSales.IO Solves This

AI-powered automation that handles the busywork so you can focus on the customer

Automated Transcription

Record or upload discovery calls. Get accurate transcripts in minutes with speaker identification.

Insight Extraction

AI automatically identifies key requirements, pain points, technical needs, and budget information.

Instant Proposals

Generate professional, customized proposals in 5 minutes using AI-extracted insights.

The Results You'll See

Join hundreds of PreSales engineers who have transformed their workflow

10+ hours
Saved per week

Spend time building relationships, not taking notes

95%
Consistent quality

Every proposal meets your high standards

3x faster
Deal cycles

Respond to RFPs in hours, not days

Everything You Need

AI call transcription with speaker identification
Automatic insight extraction from conversations
Professional proposal generation in 5 minutes
CRM integration (HubSpot, Salesforce, Pipedrive)
Template library for consistent branding
Chrome extension for easy recording
Multi-LLM support (Claude, ChatGPT, Perplexity)
Secure cloud storage for all recordings

A Day in the Life: Before vs After

❌ Before PreSales.IO
  • 9:00 AM - Discovery call with prospect (1 hour)
  • 10:00 AM - Manually transcribe notes (2 hours)
  • 12:00 PM - Lunch break
  • 1:00 PM - Second discovery call (1 hour)
  • 2:00 PM - More transcription (2 hours)
  • 4:00 PM - Start proposal draft (2 hours)
  • 6:00 PM - Still working on proposal...
  • 8:00 PM - Finally finish first draft

Total time: 11+ hours

Stressed, working late, no time for family

✅ After PreSales.IO
  • 9:00 AM - Discovery call (AI recording) (1 hour)
  • 10:00 AM - Review AI transcript & insights (10 min)
  • 10:10 AM - Generate proposal with AI (5 min)
  • 10:15 AM - Review and customize (15 min)
  • 10:30 AM - Send proposal to prospect
  • 11:00 AM - Second discovery call (1 hour)
  • 12:00 PM - Lunch break
  • 1:00 PM - Generate second proposal (15 min)
  • 1:15 PM - Free time for strategic work!

Total time: 2.5 hours

Finished early, more deals, happy customers

"PreSales.IO gave me my life back. I used to work until 8 PM every night just to keep up with proposals. Now I'm done by 3 PM and spending more time with strategic customers. Our win rate increased by 25% because we respond so much faster."
JS
James Sullivan
Senior PreSales Engineer, TechCorp
Using PreSales.IO for 6 months

Ready to Transform Your PreSales Workflow?

Join hundreds of PreSales engineers who save 10+ hours per week with PreSales.IO

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