Quote & Proposal Specialist

Get proposals out the door fast — and actually get them signed.

Your Quote & Proposal Specialist turns a working deal into a signature. It builds the quote from the deal, sends it for signature, and then does the part reps hate: chasing it — politely, persistently — until it's signed. Your closer keeps selling; the paperwork handles itself.

Proposals out in minutes, not days. It pulls the deal's line items and terms, assembles a clean proposal from your template, and sends it — no more "I'll get that over tomorrow."

Nothing sits unsigned and forgotten. Tactful reminders on a schedule, a heads-up to the rep the moment a buyer opens it or goes quiet, and an instant update the second it's signed.

Your margin stays protected. A discount over your limit or a non-standard term never goes out on its own — it's flagged for you first. What the buyer sees is what you approved.

Your CRM stays honest. Proposal status and deal status move together, so the pipeline always reflects reality.

Connects to your CRM and e-signature system. Works alongside your Account Executive, who takes the signed deal to close.