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ClaudSkills / General / business-ops

Quotes And Quote Templates

Category: General  ·  Sub-category: business-ops  ·  Last updated:
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.
Security AStatic scan found no risk patternsHow grading works ›

About this skill (catalog notes)

Quotes And Quote Templates includes pricing or quota commentary. At roughly 2,261 words the SKILL.md is on the longer end of the catalog distribution.

Original author
Pranav Nagrecha
Indexed lastmod
Catalog position
General · business-ops
Indexed related skills
10

How Quotes And Quote Templates fits the catalog

Quotes And Quote Templates sits in the General category under the business-ops sub-topic in the ClaudSkills catalog. There are 10 related skills indexed alongside it; comparing a few before installing usually reveals which fits your workflow best.

These notes are auto-generated from features detected in the SKILL.md file and from this catalog's structure — they aren't part of the source repository.

From the source SKILL.md

Use this skill when a practitioner needs to configure standard Salesforce Quotes: creating quotes from opportunities, building PDF-ready quote templates, emailing quotes, managing quote sync with opportunity products, or wiring up a discount approval process. This skill does NOT cover CPQ (SBQQ) configuration — route those requests to the architect/cpq-vs-standard-products-decision skill.

What this skill does

Quotes And Quote Templates is a community-contributed Claude Code skill 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 Claude Code skill is built for Claude Code users and developers across all disciplines looking for general-purpose AI assistance. It's part of ClaudSkills (also referred to as Claude Skills or Claude Code Skills) — the open community-curated registry of 146,000+ SKILL.md files for Anthropic's Claude Code agent and the wider Claude ecosystem (Claude API, Claude Agent SDK).

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.

Telegram

📱 Install from your phone or desktop Telegram

Open @claudskills_bot on Telegram, tap Open Desktop App, and the desktop app installs this skill for you. Or share the bot link with a colleague — they get the same one-tap install. Learn more →

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.

Pro

For the full experience including quality scoring and one-click install features for each skill — upgrade to Pro.

Frequently asked questions

How do I install the Quotes And Quote Templates Claude Code skill?
Install via the ClaudSkills desktop app (one click) or copy SKILL.md from the source repository to ~/.claude/skills/quotes-and-quote-templates/SKILL.md and restart Claude Code. Both flows are detailed at claudskills.com/install/.
What does the Quotes And Quote Templates skill do?
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.
Is this skill free to install?
Yes. ClaudSkills is an open registry — every skill keeps its source repository's license, and manual install via copy is free. ClaudSkills Pro ($9/mo, $79/yr, or $149 one-time) adds one-click install via the desktop app and a multi-signal Quality Score.
When should I use the Quotes And Quote Templates skill?
Use Quotes And Quote Templates when your Claude Code task falls under the General category — specifically in the business ops area. Claude Code auto-discovers installed skills and invokes the right one based on the task description, so you can also ask Claude directly (e.g. "use Quotes And Quote Templates" or describe the task and let Claude pick). Browse related skills at /category/general/.
What is a Claude Code skill and how does the Quotes And Quote Templates skill fit in?
A Claude Code skill is a SKILL.md file that lives under ~/.claude/skills/<name>/ and tells the Claude Code CLI agent how to perform a specific task (instructions, prompts, allowed tools). Skills are auto-discovered at session start. Quotes And Quote Templates is one of 67,000+ skills indexed in the open ClaudSkills catalog, classified under the General category. Learn more at /learn/what-is-a-claude-skill/.

Attribution & license

Cite this skill

If you reference this skill in a blog post, paper, or documentation, you can cite it as:

APA
Pranav Nagrecha. (2026). Quotes And Quote Templates [Claude Code skill]. ClaudSkills. https://claudskills.com/skills/quotes-and-quote-templates/
BibTeX
@misc{quotes-and-quote-templates-2026,
  author    = {Pranav Nagrecha},
  title     = {Quotes And Quote Templates [Claude Code skill]},
  year      = {2026},
  publisher = {ClaudSkills},
  url       = {https://claudskills.com/skills/quotes-and-quote-templates/}
}

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Security scan

Grade A · scanned 2026-07-06 — free static scan against the OWASP Agentic Skills Top 10.

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