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wyre-technology
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Salesbuildr Quotes

Create, search, and retrieve Salesbuildr CRM quotes with line items.

39|17|Updated Feb 4, 2026
Search Tags:#sales#crm#opportunities#products#quotes#salesbuildr
One-click install
npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill salesbuildr-quotes
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: Salesbuildr Quotes
Source: https://github.com/wyre-technology/msp-claude-plugins/tree/main/msp-claude-plugins/salesbuildr/salesbuildr/skills/quotes
Command: npx skills add https://github.com/wyre-technology/msp-claude-plugins --skill salesbuildr-quotes

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill streamlines the process of creating, searching, and retrieving detailed information about quotes within the Salesbuildr platform, reducing manual data entry and improving sales workflow efficiency.

Core Features & Use Cases

  • Quote Creation: Generate new quotes with specified line items, linking them to companies, contacts, and opportunities.
  • Quote Searching: Find existing quotes based on search terms, company, or opportunity association.
  • Detailed Retrieval: Access comprehensive quote details, including all associated line items and product information.
  • Use Case: A sales representative can use this Skill to quickly create a new quote for a specific client, add multiple products as line items, and associate it with an ongoing sales opportunity.

Quick Start

Use the salesbuildr quotes skill to create a new quote named "Q1 2025 Hardware Upgrade" for company ID 12345 and contact ID 67890, including product ID 100 with quantity 2 at unit price 1299.00.

Frequently Asked Questions about Salesbuildr Quotes

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

FAQPage Schema
How do I create a quote in a CRM linked to a specific company and contact?▼

To create a quote in your CRM, you must provide a company_id and optionally a contact_id, then add line items with product IDs, quantities, and unit prices to generate the quote.

Can I search for existing quotes by company or opportunity association?▼

Yes, you can search for existing quotes by using search terms, or by filtering based on their association with specific companies or sales opportunities.

What details are included when retrieving a quote from the Salesbuildr CRM?▼

Retrieving a quote provides comprehensive details, including all associated line items and product information, ensuring full visibility into the quote configuration.

Do I need a company_id to generate a new quote for a sales opportunity?▼

Yes, a company_id is explicitly required to create a new quote, ensuring every generated quote is properly linked to a company within your sales workflow.

How do I add multiple products as line items to a new quote?▼

When creating a quote, you specify each line item by providing the product ID, the desired quantity, and the unit price to build the complete quote.

What is the best way to manage quotes tied to ongoing sales opportunities?▼

Managing quotes tied to opportunities involves creating quotes with required company IDs, linking associated contacts, and searching existing quotes by opportunity to track sales progress.

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