quote-desk-coach
OfficialDraft quotes with margin guardrails fast
Authortenexity
Version1.0.0
Installs0
System Documentation
What problem does it solve?
This Skill helps quote-desk staff quickly turn RFQs, spot-price requests, substitution questions, and quote follow-ups into clear, margin-checked recommendations without guessing numbers.
Core Features & Use Cases
- RFQ and quote drafting: Builds multi-line quotes for HVAC and plumbing distributors from pasted ERP exports and customer pricing data.
- Margin and tier checks: Flags low-margin lines, applies customer-tier pricing logic, and highlights rebate impacts before a quote is sent.
- Substitution and follow-up support: Recommends alternatives when stock is thin, drafts cover emails, and suggests a follow-up cadence for open or lost quotes.
- Use Case: A counter sales rep receives a contractor RFQ with several SKUs, asks for margin review, and gets a clean quote draft plus a customer-ready email.
Quick Start
Ask the quote desk coach to review this RFQ, check margin on each line, suggest any safe substitutions, and draft the quote and follow-up email in the company voice.
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: quote-desk-coach Download link: https://github.com/tenexity/cowork-distributor-plugins/archive/main.zip#quote-desk-coach Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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