Agent skill

Quotation Generator

by iPythoning in iPythoning/b2b-sdr-agent-template

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

MITAuto-check passedDocuments & Office

Install Quotation Generator

skills CLI
$ npx skills add iPythoning/b2b-sdr-agent-template --skill quotation-generator -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install iPythoning/b2b-sdr-agent-template quotation-generator --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/iPythoning/b2b-sdr-agent-template.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/quotation-generator .claude/skills/quotation-generator && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
quotation-generator
GitHub stars
190
Token cost
~450 tokens
SKILL.md length
205 words
Files
1
Skills in repo
4
Repo updated
First seen
Licence
MIT

At a glance

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

  • Works in 6 steps: Company letterhead — logo, company name,… → Customer info — company, contact person,… → Product table — item, specs, quantity,… → …
  • Tasks that involve Forms and invoices
  • SKILL.md covers Trigger, Quote Content, Naming Convention and Multi-Language Support, plus 3 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Quotation Generator is an agent skill from iPythoning/b2b-sdr-agent-template. Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking.

Its SKILL.md is about 450 tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Documents & Office, covering Forms and invoices. The repository describes itself as: Open-source AI SDR template for B2B export. 10-stage sales pipeline, 10 cron jobs, 4-engine memory, multi-channel (WhatsApp+Telegram+Email). Built on OpenClaw. The licence is MIT.

When your agent uses it

  • Tasks that involve Forms and invoices

Example prompts

  • “/quotation-generator”

Workflow steps

6 steps, taken from the first numbered list in SKILL.md.

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

What it can do on your machine

Read from SKILL.md and the folder at commit 6131928. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Quotation Generator loads about 450 tokens when it runs. Until then it costs about 36 tokens; SKILL.md has 205 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~36
When it runs · the whole SKILL.md, loaded when a task matches
~450

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check passed

The automated check found no risky patterns in SKILL.md.

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from iPythoning/b2b-sdr-agent-template at commit 6131928, republished under its MIT licence (© iPythoning). 205 words, ~450 tokens.

Download SKILL.mdSave it as .claude/skills/quotation-generator/SKILL.md (or your agent's skills folder).
name
quotation-generator
description
Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking.

Quotation Generator

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:

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

Naming Convention

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

Multi-Language Support

Generate quotes in customer's language:

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

Workflow

  1. AI drafts quote based on conversation context and product-kb
  2. Send draft to owner via WhatsApp for approval
  3. Owner approves → AI sends to customer
  4. 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

© iPythoning, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in skills/quotation-generator of iPythoning/b2b-sdr-agent-template.

Open the folder on GitHubat commit 6131928

Compare with similar skills

Quotation Generator next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Quotation Generator compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Quotation Generator this skilliPythoning/b2b-sdr-agent-template190—~450Automated safety check: PassMIT
Persian FormalTronIsHere/vibefarsiui207—~1.7kAutomated safety check: WarnNone
Form Fillingplatonai/Browser41.2k—~1.1kAutomated safety check: PassApache-2.0
Code2mediatsingliuwin/autoclaw280—~956Automated safety check: PassMIT
Token ReceiptHchen1218/token-receipt126—~2.1kAutomated safety check: PassNone
Invoice Makertsingliuwin/autoclaw280—~612Automated safety check: PassMIT

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Questions about Quotation Generator

What does Quotation Generator do?

Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking. Quotation Generator is an agent skill from iPythoning/b2b-sdr-agent-template. Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking.

When should I use Quotation Generator?

Quotation Generator fits situations like: tasks that involve Forms and invoices.

How do I install Quotation Generator in Claude Code?

Run `npx skills add iPythoning/b2b-sdr-agent-template --skill quotation-generator -a claude-code`. Or copy the skill folder (skills/quotation-generator in iPythoning/b2b-sdr-agent-template) into .claude/skills/quotation-generator in your project. Claude Code loads it when a task matches its description.

How do I install Quotation Generator in Codex?

Run `npx skills add iPythoning/b2b-sdr-agent-template --skill quotation-generator -a codex`. Or copy the skill folder (skills/quotation-generator in iPythoning/b2b-sdr-agent-template) into .agents/skills/quotation-generator in your project. Codex loads it when a task matches its description.

Can I use Quotation Generator in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add iPythoning/b2b-sdr-agent-template --skill quotation-generator -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/quotation-generator, .gemini/skills/quotation-generator, .github/skills/quotation-generator and .opencode/skills/quotation-generator in your project.

What does Quotation Generator need to run?

SKILL.md names no scripts, command-line tools or credentials: Quotation Generator is instructions for the agent only.

Does Quotation Generator access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Quotation Generator safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Quotation Generator use?

Quotation Generator is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Quotation Generator use?

About 450 tokens (SKILL.md is roughly 1.8k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Quotation Generator?

Skills that share tags, products or a category with Quotation Generator: Persian Formal (TronIsHere/vibefarsiui, 207 stars), Form Filling (platonai/Browser4, 1.2k stars), Code2media (tsingliuwin/autoclaw, 280 stars) and Token Receipt (Hchen1218/token-receipt, 126 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Quotation Generator?

iPythoning (a GitHub user) maintains it in iPythoning/b2b-sdr-agent-template, which has 190 GitHub stars. The repository holds 4 skills in this directory. The repository was last updated on September 29, 2026.

Source: iPythoning/b2b-sdr-agent-template on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.