Manages the lifecycle of Salesbuildr quotes, including creation, search, and detailed line-item retrieval.
The Salesbuildr Quotes skill allows Managed Service Providers (MSPs) to handle their entire quoting process directly within Claude Code. It streamlines the creation of professional proposals by linking quotes to companies, contacts, and opportunities while managing complex line items and product data. Whether you need to find a past quote, check pricing details, or generate a new infrastructure refresh proposal, this skill provides the structured API integration necessary to keep your sales workflow efficient and accurate.
Características Principales
01Associate quotes with existing CRM contacts and opportunities
023 GitHub stars
03Create multi-item quotes with specific product IDs and pricing
04Retrieve comprehensive quote details including all line items
05Support for paginated results for high-volume sales environments
06Search quotes by company, opportunity, or keyword
Casos de Uso
01Converting an open sales opportunity into a formal Salesbuildr proposal
02Reviewing historical quote pricing to ensure consistency for a returning customer
03Generating a new hardware refresh quote for a client after a technical audit
