quotation-generator

A quotation tool for creating PDF pro forma invoices, which are preliminary invoices used to state proposed prices and terms in a business deal.

In plain words
What is it for?
It helps create multilingual quotes for B2B export customers, send them for approval, deliver approved versions, update the CRM, and follow up when customers do not reply.
Why use it?
It removes repetitive work from preparing quotes and keeps customer details, products, prices, delivery terms, and follow-up in one process.

Skill for Claude CodeCodex

Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

agentmods
npx agentmods add skills/ipythoning/b2b-sdr-agent-template/quotation-generator
Any agent
npx skills add iPythoning/b2b-sdr-agent-template --skill quotation-generator
Clone the repo
git clone --depth 1 https://github.com/iPythoning/b2b-sdr-agent-template

Made for: Claude Code, Codex.

Per session 26 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 433 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. Scan, not verified.
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5 $0.00026 $0.00433
Opus 5 $0.00013 $0.00217
Sonnet 5 $0.00005 $0.00087
Haiku 4.5 $0.00003 $0.00043

Measured 2d ago against content hash 8f5995a55b5a, method: parsed. Prices are Anthropic first-party input rates as of 2026-08-30, from the pricing page.

Security

Grade A, and why

quotation-generator scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 2d ago.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/quotation-generator/SKILL.md · 54 lines

What it actually says

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
Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 2d ago First seen · 54 lines · 26 tokens per session scan A 8f5995a55b5a

Subscribe to this mod's changes

quotation-generator is a skill published in the GitHub repository iPythoning/b2b-sdr-agent-template (170 stars, last pushed 12d ago), licensed MIT. It adds 26 tokens to every session and 433 once invoked, about $0.0001 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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