quote-invoice-workbench
Turn messy service pricing notes into professional quotes, SOW line items, and invoice drafts with assumptions clearly surfaced.
Best use case
quote-invoice-workbench is best used when you need a repeatable AI agent workflow instead of a one-off prompt.
Turn messy service pricing notes into professional quotes, SOW line items, and invoice drafts with assumptions clearly surfaced.
Teams using quote-invoice-workbench should expect a more consistent output, faster repeated execution, less prompt rewriting.
When to use this skill
- You want a reusable workflow that can be run more than once with consistent structure.
When not to use this skill
- You only need a quick one-off answer and do not need a reusable workflow.
- You cannot install or maintain the underlying files, dependencies, or repository context.
Installation
Claude Code / Cursor / Codex
Manual Installation
- Download SKILL.md from GitHub
- Place it in
.claude/skills/quote-invoice-workbench/SKILL.mdinside your project - Restart your AI agent — it will auto-discover the skill
How quote-invoice-workbench Compares
| Feature / Agent | quote-invoice-workbench | Standard Approach |
|---|---|---|
| Platform Support | Not specified | Limited / Varies |
| Context Awareness | High | Baseline |
| Installation Complexity | Unknown | N/A |
Frequently Asked Questions
What does this skill do?
Turn messy service pricing notes into professional quotes, SOW line items, and invoice drafts with assumptions clearly surfaced.
Where can I find the source code?
You can find the source code on GitHub using the link provided at the top of the page.
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SKILL.md Source
# Quote & Invoice Workbench
## Purpose
Turn messy service pricing notes into professional quotes, SOW line items, and invoice drafts with assumptions clearly surfaced.
## Trigger phrases
- 报价单
- invoice draft
- 做服务报价
- 估算项目费用
- scope and quote
## Ask for these inputs
- service scope
- rate card or budget
- timeline
- payment terms
- optional taxes/discounts
## Workflow
1. Break the scope into clear line items and assumptions.
2. Use the bundled pricebook as a starting point or adapt to the user's rates.
3. Calculate subtotal, taxes, discounts, deposit, and milestones.
4. Generate quote and invoice drafts separately.
5. Make all assumptions explicit to reduce disputes.
## Output contract
- quote table
- invoice draft
- assumptions list
- scope exclusions
## Files in this skill
- Script: `{baseDir}/scripts/quote_calculator.py`
- Resource: `{baseDir}/resources/pricebook.csv`
## Operating rules
- Be concrete and action-oriented.
- Prefer preview / draft / simulation mode before destructive changes.
- If information is missing, ask only for the minimum needed to proceed.
- Never fabricate metrics, legal certainty, receipts, credentials, or evidence.
- Keep assumptions explicit.
## Suggested prompts
- 报价单
- invoice draft
- 做服务报价
## Use of script and resources
Use the bundled script when it helps the user produce a structured file, manifest, CSV, or first-pass draft.
Use the resource file as the default schema, checklist, or preset when the user does not provide one.
## Boundaries
- This skill supports planning, structuring, and first-pass artifacts.
- It should not claim that files were modified, messages were sent, or legal/financial decisions were finalized unless the user actually performed those actions.
## Compatibility notes
- Directory-based AgentSkills/OpenClaw skill.
- Runtime dependency declared through `metadata.openclaw.requires`.
- Helper script is local and auditable: `scripts/quote_calculator.py`.
- Bundled resource is local and referenced by the instructions: `resources/pricebook.csv`.Related Skills
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