QuoteWerks Consultant (Ongoing – 2 or 3 times per Year)

Title: QuoteWerks Configuration & Pricing Update Consultant (Ongoing, Part-Time)

Engagement Type: Freelance / Contract

Frequency: Approximately 2-3 times per year (as needed for pricing updates and configuration changes)

Overview

We use QuoteWerks as our primary quoting tool and are looking for an experienced QuoteWerks consultant to support periodic vendor pricing updates and product configuration maintenance. This role is not day-to-day support, but a trusted resource we can bring in a few times per year.

Scope of Work

•Import vendor pricing updates into QuoteWerks (CSV/Excel-based)

• Validate pricing accuracy and resolve import issues

• Maintain and update product configurations, including:

o Related / recommended / required parts

o Prompts that suggest additional components during quote creation

• Support part availability setup (via vendor integrations or internal data)

• Ensure configurations are scalable and well-documented

• Provide light training or walkthroughs if processes change

Required Experience

• Proven hands-on experience with QuoteWerks

• Strong understanding of:

o Product Configurator

o Pricing imports

o Vendor / distributor integrations

• Comfortable working with Excel/CSV data

• Able to document processes clearly for internal use

Success Looks Like

• Pricing updates are accurate and timely

• Quotes prompt sales reps to include the right additional parts

• Minimal internal confusion when updates occur

• Repeatable process we can rely on year over year

Back to blog

Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...