quote-invoice-workbench

What This Skill Does

The Quote & Invoice Workbench is a precision-engineered tool for service professionals, agencies, and freelancers who need to translate ambiguous service notes into professional, structured financial artifacts. It streamlines the lifecycle of project pricing by parsing messy inputs and organizing them into clear line items, professional quote documents, SOW (Statement of Work) components, and invoice drafts. By leveraging a local pricebook, the skill ensures consistency in pricing while allowing for dynamic adjustments based on user-provided rates, timelines, and payment terms.

Installation

To integrate this skill into your environment, run the following command in your terminal: clawhub install openclaw/skills/skills/52yuanchangxing/quote-invoice-workbench Ensure you have the OpenClaw runtime configured, as the skill utilizes a local dependency (quote_calculator.py) and a reference resource (pricebook.csv) within your workspace.

Use Cases

• Project Scoping: Rapidly convert high-level client discussions into itemized service tables with clear exclusions.
• Pricing Standardization: Use the integrated pricebook to maintain consistent margins and service rates across different client projects.
• Draft Generation: Generate immediate first-pass drafts for quotes and invoices, reducing administrative overhead during the pre-contractual phase.
• Risk Mitigation: Explicitly surface assumptions, dependencies, and exclusions to prevent scope creep and payment disputes before the work begins.

Example Prompts

1. "报价单: I need a quote for a 3-month website redesign project. Our standard rate is $150/hr, budget is $10k, and I want a 50% deposit upfront."
2. "invoice draft: Please generate an invoice based on our previous scope discussion for the Q3 consulting project, including a 10% discount for early payment."
3. "做服务报价: 我需要一份项目报价单，包含UI设计和后端开发两个阶段，请按标准报价手册计算并列出所有假设前提。"

Tips & Limitations

• Be Specific: The skill performs best when you provide concrete details like timelines and hourly rates; if you omit these, it will prompt you for the minimum required info.
• Review Mandatory: Always review the generated outputs before sending them to clients. This skill is designed for structural assistance, not financial or legal finalization.
• Safety First: The skill explicitly avoids making unauthorized financial decisions. It operates in a preview mode to ensure you maintain total control over your business documentation. Use the pricebook.csv as a foundation, but always verify the numbers against your active contracts.