new-quotation

Generate quotations from a template and file them in Work Day folders.

Updated Oct 21, 2025
One-click install
npx skills add https://github.com/christopheryeo/claude-skills --skill new-quotation
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: new-quotation
Source: https://github.com/christopheryeo/claude-skills/tree/main/new-quotation
Command: npx skills add https://github.com/christopheryeo/claude-skills --skill new-quotation

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about new-quotation

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I generate a sales quotation automatically using a template?

To generate a sales quotation automatically, provide client company data, contact details, engagement scope, pricing items, and delivery timeline. The skill populates a predefined quotation template with these inputs to produce a polished, audit-ready document.

Can I create a Google Doc from a quotation template and store it automatically?

Yes, you can create a Google Doc from a quotation template and store it automatically. The generated quotation document is filed into the SNMG18 Working Docs workspace under the appropriate Work Day folder for centralized record keeping.

What inputs are required to automate document generation for client quotes?

Automating document generation for client quotes requires client company data, contact details, engagement name, scope, pricing items, and delivery timeline. These inputs are injected into the Sentient Quotation template to create the final proposal.

Does this quotation template generator support Google Docs integration for sales proposals?

This quotation template generator supports Google Docs integration for sales proposals. It creates the final quotation as a Google Doc and automatically places it within a designated Work Day folder in your working docs workspace.

What is the best way to file pricing documents into a Work Day folder?

The best way to file pricing documents into a Work Day folder is to use a template-driven drafting approach that creates the quotation as a Google Doc and automatically archives it in the correct SNMG18 Working Docs directory.

Why does my generated quotation need to be stored in a specific Work Day folder?

Your generated quotation needs to be stored in a specific Work Day folder to ensure centralized record keeping and internal tracking. Automated filing places the Google Doc into the correct directory for audit-ready sales proposals.