Quotes And Quote Templates

Quality score: 70/100 · Category: General · Sub-category: business-ops

tool:salesforce

Use when configuring standard Salesforce Quotes, building or customizing quote templates for PDF generation, emailing quotes to customers, syncing quotes to opportunity products, or setting up discount approval processes on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items'. NOT for CPQ (Salesforce Revenue Cloud / SBQQ) quote configuration, quote line scheduling, or order management.

What this skill does

Quotes And Quote Templates is a production-ready Claude Code skill (quality score 70/100) in the business-ops sub-category. It ships as a SKILL.md file that Claude Code auto-discovers under ~/.claude/skills/quotes-and-quote-templates/ and loads when your prompt matches the skill's trigger.

When to invoke it: Use when configuring standard Salesforce Quotes, building or customizing quote templates for PDF generation, emailing quotes to customers, syncing quotes to opportunity products, or setting up discount approval processes on quotes. Triggers: 'create quote', 'quote template', 'quote PDF', 'email quote', 'quote sync', 'synced quote', 'discount approval', 'quote line items'.

Who uses this skill

The Quotes And Quote Templates skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It is part of the open ClaudSkills registry, a community-curated catalog of 15,000+ capabilities you can install for Claude Code — the Claude CLI agent.

How to install

Free

Manual install (2 steps)

mkdir -p ~/.claude/skills/quotes-and-quote-templates
curl -L https://claudskills.com/skills/quotes-and-quote-templates/SKILL.md \
  -o ~/.claude/skills/quotes-and-quote-templates/SKILL.md

Or just download SKILL.md directly and drop it into ~/.claude/skills/quotes-and-quote-templates/. Claude Code auto-discovers it on next session.

Skills live at ~/.claude/skills/quotes-and-quote-templates/SKILL.md on macOS/Linux, or %USERPROFILE%\.claude\skills\quotes-and-quote-templates\SKILL.md on Windows. See the full install guide for step-by-step instructions.

Pro

One-click install via the desktop app

The ClaudSkills desktop app installs any skill directly into ~/.claude/skills/ with one click — no terminal required. Pro starts at $9/mo or $149 lifetime.

More General skills

Browse all General skills in the ClaudSkills registry, or explore these top-rated picks from the same category:

Browse all General skills → Top 100 skills

Part of ClaudSkills — the open registry for Claude Code skills. · What's New · Install guide · About · llms.txt

Part of Acreator Store — Adam Lankamer's AI tools: GifPerfect · AspectPerfect · SlomoPerfect · Ucaption · UTagger · AutoXPoster · TestYourSkills