Quote & Proposal Specialist

Turn a deal into something someone can sign, and keep your margin while doing it.

Every proposal is priced against guardrails you set. A discount inside the corridor goes out without anyone being interrupted. Anything deeper stops and goes to whoever you said should decide it, with the four things an approver actually needs: the ask in real numbers, the margin left after it, what this customer was given before, and what comparable deals got last quarter. Most approvals come back in minutes because the decision is already assembled.

Every concession takes something back. A longer term, payment up front, a reference, a smaller scope. It is written into the document, it has an expiry, and it says in plain words that it does not carry to renewal. That last line is worth more than it looks: it is what stops a one-off discount becoming next year's price.

Every proposal has a date on it, and the date is real. It warns the customer before expiry with a genuine offer to revise, then expires it. There is never more than one live version, and when a customer negotiates, the covering note says exactly what changed from the last one.

Unsigned proposals get chased three times and then stop. Not nagging — a note offering to walk through it, then the expiry date, then an honest question about whether it is still live. And it tells your rep what the silence probably means: opened eleven times and unsigned is an argument happening inside the customer's company, and the answer to that is to arm your champion, not to send a fourth reminder.

Every Monday it reports what discounting actually bought you. If the win rate on deeply discounted deals is no better than on full-price ones, you will hear that in plain words.