Win Deals Faster.
We'll Handle the Quotes.
Stop losing contracts to faster competitors. Offload CPQ calculations, supplier pricing checks, proposal formatting, and relentless follow-ups to a highly-trained Quote Management VA. Managed by a dedicated Project Manager at zero platform fees.
5x
Faster Quote Delivery
0
Pricing Errors
70%
Cost Reduction
Quality Assurance
Pricing audited by Master PM
Operations Built for High-Velocity Sales
Your Account Executives and Estimators should be closing, not doing data entry. Let our managed VAs handle the tedious administrative friction of the quote cycle.
Pricing & CPQ Management
Executing complex pricing models. Calculating standard discounts, tiered licensing, and service hours accurately so your quotes never go out with math errors.
Proposal Formatting
Translating raw scope notes from your sales team into beautifully formatted, branded PDFs or interactive web quotes using your existing templates.
Vendor Pricing Checks
For trades and wholesale: Logging into supplier portals (e.g., Rexel, Ferguson) to verify current material costs before finalizing the outbound quote.
Relentless Follow-Up
Monitoring outstanding quotes. Sending polite, personalized follow-up emails to prospects to gently nudge them toward signing, keeping your pipeline moving.
CRM Data Entry
Updating Salesforce, HubSpot, or ServiceTitan immediately after a quote is sent, viewed, or signed. Moving deal stages and updating projected revenue.
Uncompromising Quality Control
Every quote sent and calculation performed is audited by your dedicated Project Manager. Zero management overhead for you.
Discuss Your Sales OpsThe Deal Desk Tech Stack
Proficient in Top Quoting Tools
Our VAs hit the ground running. You just grant them secure access to the software you already use to quote and close.
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.
Managed Quoting VA
Quality Control
Internally vetted. Quotes and math 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 quoting expert into your sales workflow safely in just a few days.
Submit Requirements
Share your quoting software (e.g., QuoteWerks), CRM, pricing structures, and SLA templates.
Finalise Strategy
Our PM sets up standard operating procedures (SOPs) for quote requests and assigns your VA.
Expert Execution
Your VA manages drafting, routing, and CRM entry. The PM audits the initial work to ensure accuracy.
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 overhead of hiring expensive local sales admins.
Part-Time
20 Hours Per Week
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
Full-Time
40 Hours Per Week
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
Frequently Asked Questions
No. Our VAs operate as deal desk administrators. They rely on your established pricing matrix, CPQ rules, or direct input from your sales reps (e.g., via a quick Slack form). The VA takes that raw info, applies standard discounts, drops it into your templates, and routes it to you for final approval.
We support a wide range of B2B and B2C businesses. This includes B2B SaaS companies needing CPQ management, Marketing Agencies sending custom SOWs, Wholesale Distributors generating bulk pricing lists, and Trade Service companies (HVAC/Electrical) needing estimates built in ServiceTitan or Housecall Pro.
We integrate directly into your workflow. The most common setup is a dedicated Slack channel, a ticket in HubSpot/Salesforce, or a simple Google Form where your team can submit the client name and required services. The VA picks up the request immediately and drafts the quote.
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 to reps, and ensures SLAs (like 30-minute turnarounds) are met. This oversight is provided at zero extra cost.
Increase your speed to lead.
Contact us to discuss your quoting 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.