Proposal & Quote Generation Virtual Assistant for Hire

Hire a Managed Proposal & Quote Generation VA | Sagedoer
Sales Enablement Operations

Close More Deals.
Delegate the Drafting.

Stop losing deals to slow quote turnaround. Offload SOW drafting, CPQ pricing calculations, CRM data entry, and e-signature tracking to expert Sales Admin VAs. Managed by a dedicated Project Manager at zero platform fees.

5x

Faster Quote Delivery

0

Pricing Errors

70%

Cost Reduction

"Our reps just submit a quick Slack form, and the Sagedoer VA builds the perfect PandaDoc proposal in 30 minutes. Speed to lead is unreal now." — Mike S., Sales Director
"They handle all our HubSpot CPQ calculations. We've eliminated embarrassing math errors on client quotes entirely." — Dave R., Agency Owner
"The dedicated PM is amazing. They ensure the VA follows our strict legal boilerplate templates before routing for signature." — John M., Enterprise B2B SaaS
"No hidden platform fees. Our AEs spend 100% of their time selling now, instead of fighting with Word docs." — Robert L., VP of Revenue
"Our reps just submit a quick Slack form, and the Sagedoer VA builds the perfect PandaDoc proposal in 30 minutes. Speed to lead is unreal now." — Mike S., Sales Director
"They handle all our HubSpot CPQ calculations. We've eliminated embarrassing math errors on client quotes entirely." — Dave R., Agency Owner
"The dedicated PM is amazing. They ensure the VA follows our strict legal boilerplate templates before routing for signature." — John M., Enterprise B2B SaaS
"No hidden platform fees. Our AEs spend 100% of their time selling now, instead of fighting with Word docs." — Robert L., VP of Revenue

Operations Built for High-Velocity Sales

Your Account Executives should be closing, not doing data entry. Let our managed VAs handle the tedious administrative friction of the deal cycle.

Proposal & SOW Drafting

Translating raw scope notes from your sales team into beautifully formatted, branded Statements of Work or pitch decks using your existing templates.

Pricing & CPQ Calculations

Executing complex pricing models. Calculating standard discounts, tiered licensing, and service hours accurately so your quotes never go out with math errors.

E-Signature Workflows

Preparing documents in DocuSign, PandaDoc, or HelloSign. Placing signature tags, setting up signing orders, and routing legal docs seamlessly.

Follow-Up & Tracking

Monitoring outstanding proposals. Sending polite follow-up emails to prospects to gently nudge them toward signing, keeping your pipeline moving.

CRM Data Entry

Updating Salesforce, HubSpot, or Pipedrive immediately after a proposal is sent or signed. Moving deal stages, updating ARR, and attaching final PDFs.

Uncompromising Quality Control

Every quote sent and contract drafted is audited by your dedicated Project Manager. Zero management overhead for you.

Discuss Your Workflows

The Deal Desk Tech Stack

Proficient in Top Proposal Tools

Our VAs hit the ground running. You just grant them secure access to the software you already use to quote and close.

PandaDoc
Proposify
DocuSign
Qwilr
Salesforce CPQ
HubSpot
Canva (Decks)
MS Word / PDFs

The Smart Choice for Sales Organizations

Why growing B2B agencies and service providers choose Sagedoer's managed model over hiring random freelancers.

Freelancer Platforms

Quality Control

High risk of spelling errors in SOWs or sending the wrong pricing to a client.

Confidentiality Risks

Unvetted freelancers downloading sensitive sales and client data to personal drives.

Management Burden

You must constantly QA their quotes line-by-line before sending them out.

Platform Fees

Paying up to 20% in hidden markups and bidding fees just to use the platform.

Sagedoer Model

Managed Proposal VA

Quality Control

Internally vetted. Quotes and SOWs are audited by a PM to ensure 100% accuracy.

Confidentiality Risks

Strict NDAs and clean-desk policies. Access managed via secure portals.

Management Burden

Dedicated PM handles all delegation, training, and QAing of documents for free.

Platform Fees

0% Hidden Fees. Pay an hourly rate ($6-$7/hr) purely for execution.

Seamless Ops Onboarding

Integrate a proposal expert into your sales workflow safely in just a few days.

1

Submit Requirements

Share your proposal software (e.g., PandaDoc), CRM, pricing structures, and SLA templates.

2

Finalise Strategy

Our PM sets up standard operating procedures (SOPs) for quote requests and assigns your VA.

3

Expert Execution

Your VA manages drafting, routing, and CRM entry. The PM audits the initial work to ensure accuracy.

4

Pay Only for Output

We log and charge exclusively for the VA's actual working time. The PM's oversight is completely free.

Transparent, High-ROI Pricing

Scale your deal desk without the massive payroll overhead of an in-house sales admin.

Part-Time

20 Hours Per Week

$7 / hour

Est. $560 USD / Month (4 Weeks)

  • Pay only for hours of pure work
  • Dedicated Project Manager included
  • Free QA auditing
  • Zero setup or onboarding fees
  • No monthly membership charges
Discuss Requirements
Maximum Value

Full-Time

40 Hours Per Week

$6 / hour

Est. $960 USD / Month (4 Weeks)

  • Pay only for hours of pure work
  • Dedicated Project Manager included
  • Free QA auditing
  • Zero setup or onboarding fees
  • No monthly membership charges
Hire Full-Time VA

Frequently Asked Questions

Our VAs operate as deal desk administrators. While they have excellent English skills to write executive summaries, they rely on your sales reps to provide the core scope of work (e.g., via a quick Slack message or a CRM form). The VA takes that raw info, calculates the pricing, drops it into your beautifully branded templates, and routes it for signature.

We integrate directly into your workflow. The most common setup is a dedicated Slack channel or a simple Google/Typeform where your Account Executives can submit the client name, required services, and discounts. The VA picks up the request immediately, drafts the quote, and pings the AE for final approval.

Yes. Our VAs are trained in CRM data entry and standard Configure, Price, Quote (CPQ) systems. If you have a highly customized pricing tool, your dedicated Project Manager will document your specific SOPs during onboarding to ensure the VA uses it perfectly.

The PM acts as your Deal Desk QA. Instead of you micromanaging the VA, you give your pricing rules or templates to the PM. The PM trains the VA, audits the math on the proposals before they are sent, and ensures SLAs (like 30-minute quote turnarounds) are met. This oversight is provided at zero extra cost.

Get Started

Increase your speed to lead.

Contact us to discuss your proposal software and sales bottlenecks. We can integrate a highly-trained VA into your business safely.

Request an Ops Audit

Fill out the form below and a PM will reach out shortly.