quotation-generator
CommunityGenerate multilingual B2B proforma invoices
Marketing & Sales#pdf generation#multilingual#quotation#proforma invoice#crm updates#b2b sales pipeline#whatsapp approvals
AuthoriPythoning
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill solves the slow, error-prone process of preparing professional B2B quotes and proforma invoices by turning sales conversation details into ready-to-send documents.
Core Features & Use Cases
- Professional proforma invoice generation: Produces PDF-ready proforma invoices with branded company letterhead, full customer details, item tables, payment and delivery terms, Incoterms, and a configurable validity window.
- Multi-language quote output: Generates quotes in the customer’s language for markets including English, French (West/Central Africa), Arabic (MENA), Spanish (Latin America), and Portuguese (Brazil/Mozambique).
- Sales workflow automation & tracking: Routes a draft to the owner for WhatsApp approval, then sends the approved quote to the customer and updates the CRM status to quote_sent with a quote reference.
Quick Start
Tell the AI to generate a proforma invoice for your export deal in the customer’s language and send the draft to the owner for approval.
Dependency Matrix
Required Modules
None requiredComponents
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: quotation-generator Download link: https://github.com/iPythoning/b2b-sdr-agent-template/archive/main.zip#quotation-generator Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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