Quote & Invoice Workbench
Purpose
Turn messy service pricing notes into professional quotes, SOW line items, and invoice drafts with assumptions clearly surfaced.
Trigger phrases
- 报价单
- invoice draft
- 做服务报价
- 估算项目费用
- scope and quote
Ask for these inputs
- service scope
- rate card or budget
- timeline
- payment terms
- optional taxes/discounts
Workflow
- Break the scope into clear line items and assumptions.
- Use the bundled pricebook as a starting point or adapt to the user's rates.
- Calculate subtotal, taxes, discounts, deposit, and milestones.
- Generate quote and invoice drafts separately.
- Make all assumptions explicit to reduce disputes.
Output contract
- quote table
- invoice draft
- assumptions list
- scope exclusions
Files in this skill
- Script:
{baseDir}/scripts/quote_calculator.py - Resource:
{baseDir}/resources/pricebook.csv
Operating rules
- Be concrete and action-oriented.
- Prefer preview / draft / simulation mode before destructive changes.
- If information is missing, ask only for the minimum needed to proceed.
- Never fabricate metrics, legal certainty, receipts, credentials, or evidence.
- Keep assumptions explicit.
Suggested prompts
- 报价单
- invoice draft
- 做服务报价
Use of script and resources
Use the bundled script when it helps the user produce a structured file, manifest, CSV, or first-pass draft. Use the resource file as the default schema, checklist, or preset when the user does not provide one.
Boundaries
- This skill supports planning, structuring, and first-pass artifacts.
- It should not claim that files were modified, messages were sent, or legal/financial decisions were finalized unless the user actually performed those actions.
Compatibility notes
- Directory-based AgentSkills/OpenClaw skill.
- Runtime dependency declared through
metadata.openclaw.requires. - Helper script is local and auditable:
scripts/quote_calculator.py. - Bundled resource is local and referenced by the instructions:
resources/pricebook.csv.