A professional PDF proforma invoice generator designed for B2B export deals with multi-language support and automated follow-up tracking.
Install & Download
1. ClawHub CLI
The fastest way to install a skill directly from the registry.
npx clawhub@latest install quotation-generator
2. Manual Installation
Copy the skill folder to one of these locations
~/.openclaw/skills/ <project>/skills/ Priority: Workspace > Local > Bundled
3. Prompt Installation
Copy this prompt to OpenClaw to install it automatically.
Help me install quotation-generator using Clawhub. If Clawhub is not installed, install it first (npm i -g clawhub).
Prefer to download?
Get the raw skill files in a ZIP archive.
What is Quotation Generator?
The Quotation Generator is a specialized tool within the Openclaw Skills ecosystem designed to automate the creation of professional B2B proforma invoices. It bridges the gap between customer inquiries and finalized deals by synthesizing conversation context with product knowledge base data to produce comprehensive, branded documents.
By leveraging this skill, businesses can ensure consistency across international markets through native multi-language support and structured naming conventions. It doesn't just stop at document generation; it manages the entire post-quote lifecycle, ensuring that potential leads are nurtured through automated follow-up intervals and CRM updates.
Quotation Generator Use Cases
- Automatically responding to customer pricing requests in global trade scenarios.
- Transitioning leads from the negotiation phase to the formal quoting stage of a sales pipeline.
- Standardizing company letterheads and terms for export deals across multiple brands.
- Scaling international sales operations with localized quotes in Arabic, French, Spanish, and Portuguese.
How Quotation Generator Works
- The AI identifies a quote request trigger from customer interaction or owner instruction.
- The skill extracts product specifications, pricing, and MOQ from the product-kb/catalog.json file.
- A draft PDF is generated including the company letterhead, customer details, and terms.
- The draft is sent to the business owner via WhatsApp for final approval.
- Upon approval, the quote is sent to the customer and the CRM status is updated to quote_sent.
- The system initiates a multi-day tracking sequence to follow up on the sent quotation.
Quotation Generator Setup
To integrate the Quotation Generator into your workflow, ensure your catalog data is correctly formatted.
# Install the quotation generator skill
openclaw install quotation-generator
# Configure your brand code and default currency
openclaw config set brand_code "FY"
# Ensure your product database is in the correct directory
cp catalog.json ./product-kb/catalog.json
Quotation Generator Data Schema & Taxonomy
The skill utilizes a structured approach to data management and document organization:
| Feature | Specification |
|---|---|
| Naming Pattern | {{brand_code}}-YYYYMMDD-NNN (e.g., FY-20260324-001) |
| Data Source | Reads specs, FOB/CIF pricing, and lead times from product-kb/catalog.json |
| Output Format | Professional PDF with embedded company branding |
| Tracking States | quote_sent, follow_up_d3, follow_up_d7, follow_up_d14 |
| Localization | Supports English, French, Arabic, Spanish, and Portuguese |
Quotation Generator Advanced Features
- Multi-brand support using unique brand codes for naming and letterheads.
- Intelligent CRM integration that attaches quote references to specific sales stages.
- Automated follow-up logic that pauses or shifts to 'nurture' mode based on customer replies.
- Dynamic validity calculation (defaulting to 30 days) to protect margins against price fluctuations.
- Deep integration with Openclaw Skills for cross-platform communication via WhatsApp.
SKILL.md
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