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new-quotation

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Generate quotations and store them automatically.

Marketing & Sales#template#sales#google-docs#document-generation#work-day#quotation
Authorchristopheryeo
Version1.0.0
Installs0

System Documentation

What problem does it solve?

This skill streamlines the creation of formal sales quotations by combining client inputs with Sentient.io's standard quotation template and ensures the final document is filed in the correct Work Day folder for centralized record keeping.

Core Features & Use Cases

  • Template-driven drafting: Populate the Sentient Quotation template with client data and engagement details to produce a polished, audit-ready document.
  • Automated filing: Create a Google Doc from the template and place it in the SNMG18 Working Docs workspace under the appropriate Work Day folder.
  • Use Case: A salesperson receives an opportunity and instantly generates a professional quotation, then archives it in the correct Work Day directory for internal tracking.

Quick Start

Provide client company data, contact details, engagement name, scope, pricing items, and delivery timeline. The skill will generate the quotation from templates/sentient-quotation-template.md, create a Google Doc, and file it into the SNMG18 Working Docs folder for the specified Work Day.

Dependency Matrix

Required Modules

None required

Components

Standard package

💻 Claude Code Installation

Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.

Please help me install this Skill:
Name: new-quotation
Download link: https://github.com/christopheryeo/claude-skills/archive/main.zip#new-quotation

Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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