Marketing Plan Builder
Writes a 12-month marketing plan for your product, built around your budget and team
by Corey Haines
Proposal and Quote Builder
by AnthropicSkillGrow an audience
Turns call notes, photos or an RFP into a priced proposal you can send
The problem it solves
You looked at a job this afternoon, and tonight you'll spend hours turning voice notes and photos into a quote.
For Service business ownersContractors and trades
- Before
- Each proposal is rebuilt by hand, priced from memory, and looks different from the last one.
- After
- You get a priced proposal with scope, a 'not included' list and terms, as Word and PDF files, on your own template if you have one.
- Stars
- ★ 34k
- License
- Apache-2.0
- Cost
- Free
- Level
- Beginner
- Contents
- Instructions only
Overview
A skill from Anthropic's Small Business plugin that turns what came out of a sales conversation into a proposal, estimate or statement of work. Give it a call transcript, voice memo, jobsite photos, an RFP or typed notes, plus a rate card or past jobs; it prices from what you have charged before, writes the scope with a 'not included' section, and returns Word and PDF files. Made for service businesses that quote every job.
It prices from your own past jobs, leaves a blank instead of inventing a rate, and keeps its risk notes for you out of the customer copy.
Try these first
Start with the first one: it is a small task you can check easily.
- Here are my notes from a made-up job and my rate card: [paste both]. Put together a quote and show which rates you used.First try · made-up job
- Respond to this RFP using our past proposal as the template: [attach files]
- Which assumptions in this quote would change the price most if they turn out wrong?
- Send the proposal to [customer] for signature in DocuSign.sends after approval
Example prompts written by Agent Flows Hub.
What you get
From the creator's documentation.
| Output | What it is | Reads |
|---|---|---|
| Scope from notes | Reads transcripts, voice memos, photos, drawings and RFPs, and lists what is missing | What you paste |
| Pricing | Prices each line from your rate card or comparable past jobs, with a blank when none fit | Your files |
| Proposal files | A proposal on your own template, with a 'not included' section, as Word and PDF | Your files |
| Private risk notes | Assumptions, scope creep and weak terms, shown to you and kept out of the customer copy | What you paste |
| Connected sources | Reads Zoom, Notion, Drive or your accounting tool, only from the source you pick | Connected tools |
| Signature and deposit | Routes for DocuSign signature and creates a deposit invoice after you approve | Connected tools |
Good to know
Turn a site visit or discovery call into a proposal the customer can sign. The skill pulls out the scope, prices it against comparable past jobs, and writes the timeline, terms and an explicit list of what is not included.
Limits
- With no rate card or comparable job, price lines stay as placeholders for you to fill. Sending, signature routing and deposit invoices each wait for your explicit approval.
- DocuSign routing works only from a template already in your account; otherwise you upload the file yourself.
Notes by Agent Flows Hub (original project name: proposal-builder (Anthropic small-business plugin)), written from the creator's documentation, not from running it ourselves. proposal-builder (Anthropic small-business plugin): skill instructions · Small Business plugin: install and overview
Stuck setting it up?
Tell us what happened. We take a look first; if it needs paid work, you get an estimate before anything starts.
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