1. Prepare and share quotations with customers as per company pricing and guidelines.
2. Coordinate with the sales team to collect customer requirements, product specifications, and pricing details.
3. Prepare quotations, proforma invoices (PI), and other related commercial documents.
4. Follow up with customers regarding submitted quotations and obtain feedback.
5. Maintain proper records of quotations, including submitted, pending, revised, and approved quotations.
6. Coordinate with the sales, accounts, and dispatch departments for quotation-related requirements.
7. Revise quotations based on updated prices, customer requirements, and management instructions.
8. Ensure accuracy of product descriptions, quantities, rates, taxes, and other commercial terms.
9. Track quotation status and regularly update the concerned sales team.
10.
Handle customer queries related to quotations and pricing.
Required Skills
- Valuable knowledge of MS Excel, MS Word, and email communication.
- Basic understanding of quotations, pricing, GST, and commercial documentation.
- Good communication and coordination skills.
- Strong attention to detail and accuracy.
- Ability to manage multiple quotations and meet deadlines.
- Good follow-up and record-maintenance skills.
Key Performance Indicators (KPIs)
- Accuracy and timely preparation of quotations.
- Timely submission of quotations to customers.
- Proper follow-up on submitted quotations.
- Maintenance of quotation records and reports.
- Coordination with the sales team for quotation