INSITE developed a custom multi-step event selection engine with dynamic live pricing calculation. By digitizing complex package configurations into an interactive, step-by-step wizard, we eliminated manual sales quoting and empowered customers to build, price, and reserve custom event services in real time.
The client’s high-touch service model relied on repetitive back-and-forth inquiries, causing friction in the sales pipeline:
Manual Quoting Bottlenecks: Sales teams spent days drafting custom proposals, leading to high drop-off rates during the decision phase.
Pricing Opacity: Customers lacked instant visibility into costs, creating hesitation for high-ticket bookings.
Inconsistent Upselling: Manual sales channels frequently failed to present complementary add-ons and premium upgrades consistently.
We engineered a proprietary calculation framework tailored for complex conditional logic and instant responsiveness:
Custom State Engine: Built a lightweight frontend engine using vanilla JavaScript and custom PHP endpoints to calculate package variables without page reloads.
Modular Selection Logic: Structured a dynamic multi-step flow allowing users to select baseline event criteria, capacity, decorative options, and specialized services seamlessly.
Instant Calculation Matrix: Programmed backend mathematical formulas that calculate real-time totals, deposits, and tax breakdowns dynamically based on user selections.
Conditional Dependencies: Implemented logic rules that automatically enable, disable, or adjust add-on options based on previously selected package parameters.
Automated Proposal Generation: Configured the system to generate instant PDF summaries and official quotes upon completion of the wizard.
Direct CRM & Calendar Sync: Integrated booking submissions directly into the client’s operational calendar to instantly hold dates and notify account managers.
+65% Increase in online lead conversion rate from inquiry to paid deposit.
80% Reduction in manual sales estimation and proposal creation time.
+28% Growth in add-on revenue through automated cross-selling during package building.
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