PROJECT QUOTATIONS SPECIALIST

About the role

The Project Quotations Specialist is responsible for preparing, managing, and coordinating detailed project quotations based on customer requirements, technical specifications, and product capabilities. This role plays a key part in supporting the sales and project management teams by ensuring accurate, timely, and competitive quotes for customer proposals, bids, and tender submissions.

Responsibilities

• Review and interpret customer RFQs (Requests for Quotation), specifications, drawings, and related documentation.
• Develop accurate cost estimates, pricing, and technical proposals using internal tools, ERP systems, and vendor inputs.
• Generate detailed quotes using internal pricing tools, vendor quotes, and BOMs, ensuring compliance with NEC, UL, and client requirements.
• Prepare and format bid packages, including pricing sheets, technical documentation, exclusions, and lead time information.
• Collaborate with engineering, sales, procurement, and manufacturing to ensure quotations align with capability, scope, and timelines.
• Coordinate with vendors and distributors for pricing, lead times, and product availability (e.g., Siemens, Eaton, ABB, Schneider).
• Maintain a library of standard pricing templates, quote formats, and historical data for reference and continuous improvement.
• Ensure quotes comply with internal pricing strategies, margin requirements, and commercial terms.
• Track and follow up on outstanding quotes; support sales team in negotiations or clarifications.
• Support the sales team with bid follow-ups, value engineering options, and customer clarifications.
• Respond to customer inquiries and provide updates or revisions as needed.
• Maintain records of all quotations and communications for audit and project tracking.
• Participate in internal project reviews and handoff meetings to ensure smooth transition from proposal to execution.
• Identify trends in pricing, win rates, and material costs to support continuous improvement in the quoting process.
• Identify opportunities to streamline quoting processes or improve win rates through analytics and feedback.

Requirements

Essential Job Functions:

• Review and interpret customer RFQs (Requests for Quotation), specifications, drawings, and related documentation.
• Develop accurate cost estimates, pricing, and technical proposals using internal tools, ERP systems, and vendor inputs.
• Generate detailed quotes using internal pricing tools, vendor quotes, and BOMs, ensuring compliance with NEC, UL, and client requirements.
• Prepare and format bid packages, including pricing sheets, technical documentation, exclusions, and lead time information.
• Collaborate with engineering, sales, procurement, and manufacturing to ensure quotations align with capability, scope, and timelines.
• Coordinate with vendors and distributors for pricing, lead times, and product availability (e.g., Siemens, Eaton, ABB, Schneider).
• Maintain a library of standard pricing templates, quote formats, and historical data for reference and continuous improvement.
• Ensure quotes comply with internal pricing strategies, margin requirements, and commercial terms.
• Track and follow up on outstanding quotes; support sales team in negotiations or clarifications.
• Support the sales team with bid follow-ups, value engineering options, and customer clarifications.
• Respond to customer inquiries and provide updates or revisions as needed.
• Maintain records of all quotations and communications for audit and project tracking.
• Participate in internal project reviews and handoff meetings to ensure smooth transition from proposal to execution.
• Identify trends in pricing, win rates, and material costs to support continuous improvement in the quoting process.
• Identify opportunities to streamline quoting processes or improve win rates through analytics and feedback.