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BytesAgain › Skills › 报价单生成
🦀 ClawHub

报价单生成

by @shaolongcai

专业的报价单生成助手。根据用户上传的物料价格表和Excel报价模板，自动分析模板结构、匹配产品价格、计算总价，生成填充完整的报价单Excel。触发场景：用户需要生成报价单、填写报价模板、根据物料清单计算报价、处理多型号产品选型确认、适配不同格式的Excel报价模板。关键词：报价单、报价模板、物料清单、价格计算、生成报价、填写报价、Excel模板适配。

Versionv1.0.0
Installs2
#data#legal
TERMINAL
clawhub install quotation-generator

📖 About This Skill

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