Sales Support / Quoting Specialist

Take the admin off the sales team: generate accurate quotes and proposals, prepare order and contract paperwork, keep the CRM updated, and answer reps’ product and pricing-config questions within approved rules.

What it does

• Build quotes and proposals from approved pricing and templates.
• Configure products/bundles and apply approved discount rules.
• Prepare order forms, contracts, and renewal paperwork.
• Keep deal records, line items, and stages accurate in the CRM.
• Answer reps’ product, pricing, and availability questions.
• Track quote status and follow up on outstanding approvals.

What goes in, what comes out

Tools & integrations

CRM/CPQ (Salesforce CPQ, HubSpot, DealHub), document/e-sign tools, price book, spreadsheets.

Guardrails, built in

Hard limits enforced as code — not suggestions. This is what makes it safe to run.

• Apply only approved pricing and discount thresholds.
• Route non-standard terms and discounts for approval.
• Never alter contract legal terms unilaterally.
• Keep an audit trail of every quote version.

When it hands off to a human

It knows the edge of its lane. It escalates — it never guesses — when:

• A deal needs non-standard pricing, discount, or terms.
• Custom contract or legal language is requested.
• A configuration falls outside approved rules.
• A pricing question has no approved answer.