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Quotation Generator | Skills Pool

技能檔案

Quotation Generator

Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking.

iPythoning48 星標2026年3月24日

職業
分類: 商業應用

技能內容

Generate professional proforma invoices for B2B export deals.

Trigger

Customer requests quote/pricing
Owner instructs: "Send quote to [customer]"
Stage 5 of sales pipeline

Quote Content

Each proforma invoice includes:

Company letterhead — logo, company name, address, contact info
Customer info — company, contact person, country
Product table — item, specs, quantity, unit price, total
Terms — payment terms, delivery time, shipping method, Incoterms
Validity — quote valid for 30 days (configurable)
Notes — special conditions, certifications, warranty

Naming Convention

{{brand_code}}-YYYYMMDD-NNN (e.g., FY-20260324-001)

Multi-Language Support

相關技能

快速安裝

Quotation Generator

npx skillvault add iPythoning/ipythoning-b2b-sdr-agent-template-skills-quotation-generator-skill-md

下載 Skill 打開源碼倉庫

作者: iPythoning
星標: 48
更新時間: 2026年3月24日
職業

本頁內容

Generate quotes in customer's language:

English (default)
French (West/Central Africa)
Arabic (Middle East/North Africa)
Spanish (Latin America)
Portuguese (Brazil, Mozambique)

Workflow

AI drafts quote based on conversation context and product-kb
Send draft to owner via WhatsApp for approval
Owner approves → AI sends to customer
Update CRM: status = quote_sent, attach quote reference

Post-Quote Tracking

Day 3: If no reply → Follow up asking for feedback
Day 7: If no reply → Second follow-up with value proposition
Day 14: If no reply → Final follow-up or move to nurture
Reply received → Update CRM, continue negotiation (Stage 6)

Product KB Integration

Reads from product-kb/catalog.json for:

Product specs, dimensions, weight
FOB/CIF pricing
MOQ (Minimum Order Quantity)
Lead time / production time
Available certifications

02

Quote Content

03Naming Convention

04Multi-Language Support

06Post-Quote Tracking

07Product KB Integration

Wholesale and Retail Buyers, Except Farm Products

Jupyter Notebook

Použijte, když uživatel požádá o vytvoření, inicializaci nebo úpravu Jupyter notebooků (`.ipynb`) pro experimenty, průzkumy nebo návody; upřednostněte zabudované šablony a spusťte pomocný skript `new_notebook.py`, abyste vygenerovali čistý výchozí notebook.

Startup Metrics Framework

Track, calculate, and optimize key performance metrics for SaaS, marketplace, consumer, and B2B startups from seed through Series A, including unit economics, growth efficiency, and cash management. Use this skill when defining a metrics framework, calculating CAC/LTV/burn multiple, benchmarking business health, or preparing metrics dashboards for investors or board reporting.

Billing Automation

Build automated billing systems for recurring payments, invoicing, subscription lifecycle, and dunning management. Use when implementing subscription billing, automating invoicing, or managing recurring payment systems.

Internal Comms Community

To write internal communications, use this skill for:

Sales Automator

Draft cold emails, follow-ups, and proposal templates. Creates pricing pages, case studies, and sales scripts. Use PROACTIVELY for sales outreach or lead nurturing.

Internal Comms Anthropic

To write internal communications, use this skill for:

Wholesale and Retail Buyers, Except Farm Products