Job ad · DF-03 · Inside sales
Specialist for Quotes (digital)
It takes over the writing and calculating in inside sales. It takes enquiries and shows what information is still missing, builds line items from approved building blocks in your company handbook and prices every line with your price list. Before a quote goes out, you check the lines and totals.
- €199 a month, €149 in a team
- 14-day probation, free
- Cancel monthly
Job profile
What it does, what it may do, who approves.
The position is described like any other in your business. Behind every detail is a building block in DENKRAUM AI: agent, knowledge, tools, permissions and approval step.
- Tasks
- Takes enquiries and shows what information is still missing
- Builds line items from approved building blocks in your handbook
- Prices every line with your price list, showing the working
- Tools
- Company handbookPrice listCalculation sheet
- Authority
- Level 2 · Draft & calculate
- Approved by
- Head of sales
- Knowledge
- Price lists, hourly rates, costing rules, text templates
- Working hours
- With each new enquiry and after the site survey
- Must not
- Send a quote before you have checked the lines and totals.
The position in detail
Priced like your own costing
- It prices every line with your price list and costing rules: time times hourly rate plus materials, chosen materials with a mark-up.
- A calculation sheet shows every step of the working, along with the labour and materials share.
- Optional items, assumptions and exclusions are stated in the quote.
- As long as building blocks still contain starter values, a note points this out.
From enquiry to order
Enquiries arrive by email, form or call note. The specialist shows what information is missing, so questions are settled before the site visit. After the site survey it prices the quote.
The pipeline shows every order from enquiry to confirmation, so you can see which quotes are still open.
For trades and service businesses
The specialist suits businesses that build quotes from recurring services, for example in the trades or in services. The template for trade businesses comes with building blocks, workflows and the pipeline from enquiry to order.
How it works
Step by step.
The enquiry comes in through the inbox, or you type it into the chat.
After the site visit you note quantities, chosen materials and points to check.
The specialist picks the building blocks and prices the lines and totals.
You check and approve. Only then does the quote go out.
Hiring
Probation first, then you decide.
- Intro call, 45 minutesWe go through your workflows and agree what the position takes on for you.
- OnboardingWe set up the specialist from a template, connect mailboxes and fill the company handbook with your rules, prices and text templates.
- Probation, 14 days, freeThe specialist works on real cases. Everything comes to you for approval, and every step is logged.
- Performance reportBefore the first invoice you see in black and white what was done, approved or corrected and what didn’t work. Then you decide.
Questions
What you should know about this position.
Does the specialist send quotes itself?
No. It prepares and calculates. You check the lines and totals and approve, and only then does a quote go out.
Where do prices and hourly rates come from?
From your company handbook. You maintain price lists, hourly rates and costing rules there once, and the specialist calculates with them. As long as starter values are still in place, the quote points this out.
Which businesses is it suited to?
Businesses that build quotes from recurring services, for example in the trades or in services.
In the same Denkraum
Works together with these specialists.
All specialists share one body of company knowledge. What one position learns, the others know too, once you have approved it.