Roles

Inside Sales & Estimating

a manufacturing professional who reviews customer requests for quote, calculates costs and prepares priced quotes and revisions

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Your job, minus the screen work

You read the drawing, figure out what the part costs to make and get a quote out fast. The rest is downloading RFQs, retyping quote lines and chasing outside processors.

Where your week goes

  • Downloading RFQs from customer portals and the inbox
  • Typing quote headers and lines into the ERP, even for declines
  • Emailing platers and heat treaters, then chasing them
  • Looking up material prices and pasting them into a spreadsheet
  • Rebuilding a quote when the customer changes one quantity
  • Updating the CRM on Friday from memory

What an agent takes over

RFQ filing

RFQs and drawings get saved, headers created and revision mismatches flagged.

Quote building

Repeat parts are pre-costed from prior routings and your cost tables.

Outside process requests

Requests go out the day the RFQ lands and replies get entered as they arrive.

Quote approval

Margin exceptions route to the approver with the math shown.

Revisions

Only what changed is re-priced, with a change summary ready to send.

What stays with you

  • Routings and tolerance calls for new parts

  • Price strategy and no-bid decisions

  • Design-for-manufacturing suggestions

  • Negotiation and every buyer relationship

Apps you already juggle

ERP, CRM, customer portals, Outlook, Excel, SharePoint, Teams.

  • ERP
  • CRM
  • customer portals
  • Outlook
  • Excel
  • SharePoint
  • Teams

A week, before and after

Before

  • Download from four portals.
  • Retype every quote.
  • Chase three platers.
  • Walk quotes to the owner and wait.

After

  • New RFQs filed every morning.
  • Outside quotes requested the same day.
  • Approvals in a queue.
  • Fridays for lost-quote calls.

See every workflow for your role

See every quoting and CRM workflow an agent can run.

Inside Sales & Estimating workflow catalog 29 manufacturing

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