Inside sales & quoting · Building products distribution
Get accurate bids out before the job is gone.
A contractor sends a takeoff and wants a number today. Pricing every line by hand at the right tier means the bid goes out slow or wrong.
The reality
A bid is a speed-and-accuracy race.
The takeoff lists quantities by item, but turning it into a winning bid means matching each line to a SKU, pricing at the contractor's tier, applying any project override, and checking the number holds margin — fast, because the GC is collecting bids today.
The operator reads the takeoff, prices the materials at the right tier, applies project pricing, and sends the bid — so the quote is out the same day and the margin is intact, not given away to win the job.
How the operator runs inside sales & quoting
Takeoff TO-4471 · Pricing
pricing- 62 lines matched to SKUs
- Current cost applied
- Specialty trim — sourced
01Price the takeoff
Reads the takeoff, matches each line to a SKU, and prices it at current manufacturer cost.
Bid BQ-8810 · Tier
tiering- Contractor tier 2 applied
- Project override added
- Margin checked — within floor
02Apply the tier
Applies the contractor's price tier and any project-specific override, then checks the margin holds.
Quote BQ-8810 · Out
sending- Quote built and formatted
- Sent to contractor
- Follow-up scheduled
03Send the bid
Builds the quote, sends it to the contractor same day, and logs it for follow-up.
The outcome
−50% of quoting turnaround time
Accurate bids out fast, jobs won
- Every takeoff line matched to a SKU at current cost
- Contractor tier and project override applied without a missed step
- Bids out the same day with the margin floor protected
Common questions
Inside sales & quoting
- What does the Inside sales & quoting operator do?
- The operator reads the takeoff, prices the materials at the right tier, applies project pricing, and sends the bid — so the quote is out the same day and the margin is intact, not given away to win the job.
- What impact does the Inside sales & quoting operator have?
- −50% of quoting turnaround time. Accurate bids out fast, jobs won
- How does the Inside sales & quoting operator work?
- Reads the takeoff, matches each line to a SKU, and prices it at current manufacturer cost. Applies the contractor's price tier and any project-specific override, then checks the margin holds. Builds the quote, sends it to the contractor same day, and logs it for follow-up.
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