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quotation-generator

Generate branded proforma invoices from sales conversations and product specifications.

152|46|Updated Mar 23, 2026
Search Tags:#pdf generation#multilingual#quotation#proforma invoice#crm updates#b2b sales pipeline#whatsapp approvals
One-click install
npx skills add https://github.com/iPythoning/b2b-sdr-agent-template --skill quotation-generator
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: quotation-generator
Source: https://github.com/iPythoning/b2b-sdr-agent-template/tree/main/skills/quotation-generator
Command: npx skills add https://github.com/iPythoning/b2b-sdr-agent-template --skill quotation-generator

SYSTEM DOCUMENTATION & REQUIREMENTS

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.

Frequently Asked Questions about quotation-generator

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

FAQPage Schema
How do I generate a multilingual proforma invoice from a sales conversation?▼

To generate a multilingual proforma invoice, the Skill extracts customer details, product specifications, and Incoterms from your sales conversation context, then outputs a branded PDF with configurable payment terms and a default 30-day validity window.

Can I automate quote approval routing through WhatsApp for my B2B sales pipeline?▼

Yes, you can automate quote approval routing by generating a draft proforma invoice and routing it to the business owner via a WhatsApp draft-to-approval workflow before sending the final document to the customer.

Does the proforma invoice generator support stage-5-to-stage-6 transitions in B2B sales?▼

The proforma invoice generator supports stage-5-to-stage-6 transitions by producing the quote document, updating the CRM status to quote_sent, attaching a quote reference, and tracking follow-ups when customers do not respond.

What languages are supported for generating B2B export quotes?▼

B2B export quotes can be generated in English, French for West/Central Africa, Arabic for MENA, Spanish for Latin America, and Portuguese for Brazil or Mozambique to match the customer's language.

Do I need PDF generation software to create branded company letterhead for proforma invoices?▼

No external PDF generation software is needed; the Skill produces PDF-ready professional proforma invoices that automatically include your branded company letterhead, full customer details, item tables, and delivery terms.

What happens if a customer does not respond after the proforma invoice is sent?▼

When a customer does not respond after the quote is sent, the Skill includes follow-up tracking to manage the B2B sales pipeline and maintains the CRM status with the attached quote reference for visibility.

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