Quote Specialist

(This description is intended to provide a general statement as to the normal duties and responsibilities of the job and is not intended to be all inclusive of the duties and responsibilities of this position.)

The Quote Specialist supports the sales process by transforming approved Quote Requests, customer information, and technical drawings into accurate, complete, and professional quotations for conveyor and material-handling solutions.

This position works with Sales, Engineering, Controls, Installation, and Sales Operations leadership to clarify requirements, protect project scope, coordinate reviews, and ensure that the final quote package reflects the proposed solution. The role requires strong attention to detail, organization, communication, and sound judgment.

(This description is intended to provide a general statement as to the normal duties and responsibilities of the job and is not intended to be all inclusive of the duties and responsibilities of this position.)

The Quote Specialist supports the sales process by transforming approved Quote Requests, customer information, and technical drawings into accurate, complete, and professional quotations for conveyor and material-handling solutions.

This position works with Sales, Engineering, Controls, Installation, and Sales Operations leadership to clarify requirements, protect project scope, coordinate reviews, and ensure that the final quote package reflects the proposed solution. The role requires strong attention to detail, organization, communication, and sound judgment.

This list is not all inclusive and is subject to change; other duties may be assigned.

• Generates equipment pricing thru the iQ-CPQ Quote System and installation pricing thru Excel worksheets.
• Generate quotation documents, including Operation Overviews; and distributes quote(s) to customers and Outside Sales Representative.
• Review sales drawings and work with Outside Sales Representatives, CAD operators, vendors, other internal departments and customers regarding issues, problems and questions to establish a system that meets the application requirements.
• Review purchase orders/contracts, process order acknowledgements, generate project summaries and request ship dates.
• Compiles information from quotes which may be beneficial to other departments in the applicable WOP (Work Order Processing) folder.
• Generates sales-related reports on an “as needed” basis.
• Log quotes/drawings into the iQ-CPQ Quote System and release completed quotes/drawing-only from the iQ-CPQ Quote System.

• Receive drawings/quote requests from Outside Sales Representative /customers, create sales drawings, contact machine vendors to request information/drawings, and perform related updates as needed.
• Maintain and follow Salesman Priority List.
• Utilize Epicor ERP for component information.
• Attend Project Kick-Off Meeting when applicable.
• Performs safety and housekeeping duties.
• Participates in required training and applies safety skills/knowledge.
• Participates in continuous improvement teams and/or empowerment teams.
• Accurately completes required documentation.
• Participates in training of co-workers in all aspects of job responsibilities.
• Performs other duties and responsibilities as assigned.

• Minimum two-year degree in related field preferred or related experience.
• Proficient with AutoCAD (current versions) is preferred.
• Proficient with Microsoft Office products.
• Familiar with Epicor Software.
• Familiar with material handling systems design (or equivalent).
• Project and solution oriented.
• Proficiency in reading tape measures and other measuring devices.
• Proficienc…