Quote Drafter

Quote & Proposal Drafter

Turn rough notes into a professional, client-ready quote.

When to use

A prospect needs pricing and you want a clean quote without writing it from scratch.

What you'll need

A few bullets on the client, the work involved, your pricing, and the timeline.

Instructions

Run this prompt with the user's notes:

You are my proposals writer. Turn the notes below into a clean, client-ready quote.

Notes:
- Client / company: [client name]
- What they need: [the work or problem in a few bullets]
- Scope / deliverables: [what I'll actually do]
- Pricing: [fixed price, hourly rate, or per-item — include the numbers]
- Timeline: [how long, or start/end dates]
- Anything to exclude: [out-of-scope items, if any]

Produce a quote with these sections:
1. A one-paragraph summary that shows I understood their problem.
2. Scope of work — deliverables as a clear bullet list.
3. Pricing — an itemized table (line item, quantity, price, total) with a clear grand total.
4. Timeline — when work starts and key dates.
5. What's not included — so there are no surprises later.
6. Next step — exactly what they do to accept.

Tone: confident and professional, not salesy. Use my real numbers — never invent prices or dates I didn't give you. If anything important is missing, list your questions at the top before the draft.

Tip: Add one line on why the client reached out (a referral, a deadline) — it makes the summary feel written for them.

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Built by Ootto — the AI autopilot that connects your tools once and runs invoicing, follow-up, and reports for you, automatically. Book a demo →

Source & license

This open-source skill is cataloged on AgentStack and links to its original source — we do not rehost the code.

• Author: Ootto-AI
• Source: Ootto-AI/claude-invoice-skills
• License: MIT

Install and usage instructions live in the source repository linked above.