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Quotation Generator
作者
iPythoning
· GitHub ↗
· v1.2.0
· MIT-0
145
总下载
0
收藏
0
当前安装
3
版本数
在 OpenClaw 中安装
/install sdr-quotation-generator
功能描述
Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking.
安全使用建议
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.
功能分析
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.
能力评估
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.
如何使用
- 确保已安装 OpenClaw（本地或 Docker 部署）
- 在对话框中输入安装命令：
/install sdr-quotation-generator - 安装完成后，直接呼叫该 Skill 的名称或使用
/sdr-quotation-generator触发 - 根据 Skill 的参数说明提供必要输入，即可获得结构化输出
版本历史
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.
元数据
常见问题
Quotation Generator 是什么？
Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking. 它是一个面向 Claude Code / OpenClaw 的 AI Agent Skill 插件，目前累计下载 145 次。
如何安装 Quotation Generator？
在 OpenClaw 或 Claude Code 对话框中运行命令「/install sdr-quotation-generator」即可一键安装，无需额外配置。
Quotation Generator 是免费的吗？
是的，Quotation Generator 完全免费，采用 MIT-0 许可证，可自由下载、安装和使用。
Quotation Generator 支持哪些平台？
Quotation Generator 跨平台运行，可在任意部署了 OpenClaw / Claude Code 的环境中使用（cross-platform）。
谁开发了 Quotation Generator？
由 iPythoning（@ipythoning）开发并维护，当前版本 v1.2.0。
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