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Quotation Generator
by
iPythoning
· GitHub ↗
· v1.2.0
· MIT-0
145
Downloads
0
Stars
0
Active Installs
3
Versions
Install in OpenClaw
/install sdr-quotation-generator
Description
Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking.
Usage Guidance
Do not install or enable this skill until the author clarifies integration details. Ask for: (1) exact WhatsApp integration method and required credentials (API provider, tokens, phone numbers), (2) which CRM is used and the required API keys/permissions, (3) the canonical path and access controls for product-kb/catalog.json, and (4) whether outbound sends and scheduled follow-ups require explicit owner approval. If you proceed, require least-privilege credentials (scoped API tokens), enable human approval before sending to customers, test in a sandbox environment with dummy data, and ensure logging/auditing of all outbound messages and CRM changes. If these details are not provided or cannot be validated, treat the skill as risky and avoid granting it credentials or network access.
Capability Analysis
Type: OpenClaw Skill
Name: sdr-quotation-generator
Version: 1.2.0
The skill bundle contains instructions for an AI agent to automate the generation of professional proforma invoices and manage sales follow-ups. The workflow described in SKILL.md is consistent with its stated purpose, involving standard business tasks like reading product catalogs, drafting quotes, and updating a CRM. No malicious code, data exfiltration, or suspicious execution patterns were identified.
Capability Assessment
Purpose & Capability
The described purpose (generate PDFs, multi-language quotes, post-quote tracking) is reasonable, but the runtime instructions require integrations (WhatsApp for owner approval/customer delivery, a CRM for status updates) and local product-KB access that the skill metadata does not declare (no env vars, no config paths, no install). Legitimately implementing these features would normally require API keys, phone numbers, or CRM credentials — their absence is an incoherence.
Instruction Scope
SKILL.md explicitly tells the agent to read product-kb/catalog.json, send drafts via WhatsApp, and update CRM records and follow-up on schedule. Those are concrete filesystem and network actions. The instructions do not specify which CRM, which WhatsApp integration (API, Twilio, webhooks), where product-kb should live, or what approval/consent flow to use — giving the agent broad discretion and potential access to sensitive files or external endpoints.
Install Mechanism
No install spec and no code files are present, which minimizes supply-chain risk because nothing is written to disk by an installer. This is consistent with an instruction-only skill, but it increases reliance on the runtime environment and existing integrations (which are not declared).
Credentials
The skill requires access to external services (WhatsApp, CRM) and a local product catalog but declares no required environment variables, credentials, or config paths. Expectation would be API tokens, phone numbers, CRM API keys, and a declared path for product-kb; requesting none is disproportionate and hides needed privileges.
Persistence & Privilege
The skill is not marked always:true (good), but it allows autonomous model invocation (platform default). Combined with instructions to send messages and update CRM, that means an agent could autonomously transmit customer data or make outbound updates once given the runtime credentials — the metadata gives no constraints or approval gating. This combination increases risk unless you limit autonomous actions or require explicit approval steps.
How to Use
- Make sure OpenClaw is installed (local or Docker)
- Run the install command in chat:
/install sdr-quotation-generator - After installation, invoke the skill by name or use
/sdr-quotation-generator - Provide required inputs per the skill's parameter spec and get structured output
Version History
v1.2.0
Security: pricing disclosure triggers, owner approval
v1.1.0
WhatsApp dmPolicy defaults to open. Gateway dashboard now accessible from network.
v1.0.0
Auto-generate PDF proforma invoices with company letterhead, multi-language support. Part of b2b-sdr-agent template.
Metadata
Frequently Asked Questions
What is Quotation Generator?
Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking. It is an AI Agent Skill for Claude Code / OpenClaw, with 145 downloads so far.
How do I install Quotation Generator?
Run "/install sdr-quotation-generator" in the OpenClaw or Claude Code chat to install it in one step — no extra setup required.
Is Quotation Generator free?
Yes, Quotation Generator is completely free, licensed under MIT-0. You can download, install and use it at no cost.
Which platforms does Quotation Generator support?
Quotation Generator is cross-platform and runs anywhere OpenClaw / Claude Code is available (cross-platform).
Who created Quotation Generator?
It is built and maintained by iPythoning (@ipythoning); the current version is v1.2.0.
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