Role Purpose
We are looking for a Pre-Sales Proposal Coordinator to support the sales process by preparing technical and commercial proposals, coordinating RFQs and tenders, and ensuring customer requirements are properly understood, priced, documented, and submitted on time.
The main goal of this role is to help the sales team focus on customer communication and closing deals, while ensuring every quotation, proposal, and tender submission is complete, accurate, and professionally prepared.
Key Responsibilities
1. Pre-Sales & Technical Proposal Support
- Review customer requests, RFQs, and tender requirements.
* Understand the required IT solution and identify missing or unclear technical details.
* Prepare or coordinate technical proposals, datasheets, compliance documents, and supporting materials.
* Answer basic technical clarifications and coordinate complex questions with the technical team or suppliers.
* Ensure proposed solutions match customer requirements before submission.
2. Quotation & Commercial Proposal Preparation
- Prepare customer quotations based on supplier pricing and internal inputs.
* Format and organize commercial proposals professionally.
* Check pricing, product models, quantities, terms, and delivery details before sending to sales.
* Suggest alternatives when the requested product or model is unavailable or not suitable.
3. RFQ, Tender & Submission Coordination
- Track RFQ and tender deadlines closely.
* Create a checklist for each submission, including technical proposal, commercial offer, company documents, forms, guarantees, and required attachments.
* Follow up with sales, supply chain, technical team, suppliers, banks, insurance companies, or external parties to collect missing inputs.
* Ensure all documents are ready before the submission deadline.
4. CRM / Odoo Documentation
- Update opportunity records in CRM/Odoo, including stage, value, deadline, tags, notes, and attachments.
* Attach quotations, proposals, datasheets, and submission documents to the correct opportunity.
* Keep opportunity data clear and updated for management visibility.
Requirements
- 2–4 years of experience in pre-sales, technical proposals, tender preparation, sales support, or IT coordination.
* Good understanding of IT solutions such as hardware, networking, cybersecurity, servers, software licensing, cloud, or infrastructure.
* Ability to read customer requirements and translate them into clear proposal documents.
* Experience preparing technical and commercial proposals.
* Strong follow-up skills and ability to manage deadlines.
* Good English writing and communication skills.
* Experience with CRM or Odoo is preferred.
Ideal Candidate
- Organized, detail-oriented, and deadline-focused.
* Comfortable coordinating between sales, technical, procurement, and external suppliers.
* Able to understand technical requirements without needing to be a senior engineer.
* Can work independently and keep opportunities moving without waiting for constant direction.
Franco Pinto is an IT solutions and systems integration company supporting businesses with infrastructure, cybersecurity, cloud solutions, data centers, communication systems, and professional IT services.
We work with organizations to deliver reliable technology solutions, improve operational efficiency, and support digital transformation through practical, well-structured IT services.
Originally posted on Himalayas