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quote-desk-coach

Draft and review distributor quotes with margin, tier, and substitution checks.

Updated Apr 25, 2026
Search Tags:#pricing#sales#hvac#rfq#plumbing#quote-desk#margin-guardrails
One-click install
npx skills add https://github.com/tenexity/cowork-distributor-plugins --skill quote-desk-coach
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: quote-desk-coach
Source: https://github.com/tenexity/cowork-distributor-plugins/tree/main/plugins/quote-desk-coach/skills/quote-desk-coach
Command: npx skills add https://github.com/tenexity/cowork-distributor-plugins --skill quote-desk-coach

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill helps quote-desk staff quickly turn RFQs, spot-price requests, substitution questions, and quote follow-ups into clear, margin-checked recommendations without guessing numbers.

Core Features & Use Cases

  • RFQ and quote drafting: Builds multi-line quotes for HVAC and plumbing distributors from pasted ERP exports and customer pricing data.
  • Margin and tier checks: Flags low-margin lines, applies customer-tier pricing logic, and highlights rebate impacts before a quote is sent.
  • Substitution and follow-up support: Recommends alternatives when stock is thin, drafts cover emails, and suggests a follow-up cadence for open or lost quotes.
  • Use Case: A counter sales rep receives a contractor RFQ with several SKUs, asks for margin review, and gets a clean quote draft plus a customer-ready email.

Quick Start

Ask the quote desk coach to review this RFQ, check margin on each line, suggest any safe substitutions, and draft the quote and follow-up email in the company voice.

Frequently Asked Questions about quote-desk-coach

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I draft HVAC and plumbing distributor quotes with margin checks from ERP exports?▼

To draft HVAC and plumbing quotes with margin checks, paste ERP exports and RFQ details into the quote-desk coach. It applies customer tier logic, flags low-margin lines, and outputs a clear quote draft without guessing prices.

Can I suggest plumbing and HVAC substitutions when stock is thin during quote drafting?▼

Yes, you can suggest plumbing and HVAC substitutions when stock is thin. Provide current cost and availability data, and the quote-desk coach recommends safe alternatives while checking tier pricing and rebate impacts.

What is the best way to follow up on lost or open RFQ quotes for wholesale distributors?▼

The best way to follow up on lost or open RFQ quotes is to let the quote-desk coach draft cover emails and suggest a follow-up cadence. It uses pasted RFQ details to generate margin-aware, customer-ready communications.

Does the quote drafting process require customer tier and freight expectations for accurate pricing?▼

Yes, quote drafting requires customer tier, current cost, freight expectations, lead times, and rebate-aware guardrails. This ensures no price, availability, or compatibility data is invented during distributor quote generation.

Can I use margin guardrails for multi-line bids and spot quotes in HVAC wholesale distribution?▼

Yes, you can use margin guardrails for multi-line bids and spot quotes in HVAC wholesale distribution. The quote-desk coach reviews pricing and tier logic across all lines, highlighting low margins before you send the quote.

Why does quote drafting flag low-margin lines instead of just calculating the final price?▼

Quote drafting flags low-margin lines to protect profitability before sending quotes. By applying customer tier pricing logic and rebate-aware guardrails, it prevents quote-desk staff from accidentally quoting below acceptable margin thresholds.

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