Quote & Invoice Workbench
Purpose
Turn messy service pricing notes into professional quotes, SOW line items, and invoice drafts with assumptions clearly surfaced.
Trigger phrases
- - 报价单
- invoice draft
- 做服务报价
- 估算项目费用
- scope and quote
Ask for these inputs
- - service scope
- rate card or budget
- timeline
- payment terms
- optional taxes/discounts
Workflow
- 1. Break the scope into clear line items and assumptions.
- Use the bundled pricebook as a starting point or adapt to the user's rates.
- Calculate subtotal, taxes, discounts, deposit, and milestones.
- Generate quote and invoice drafts separately.
- Make all assumptions explicit to reduce disputes.
Output contract
- - quote table
- invoice draft
- assumptions list
- scope exclusions
Files in this skill
- - Script: INLINECODE0
- Resource: INLINECODE1
Operating rules
- - Be concrete and action-oriented.
- Prefer preview / draft / simulation mode before destructive changes.
- If information is missing, ask only for the minimum needed to proceed.
- Never fabricate metrics, legal certainty, receipts, credentials, or evidence.
- Keep assumptions explicit.
Suggested prompts
Use of script and resources
Use the bundled script when it helps the user produce a structured file, manifest, CSV, or first-pass draft.
Use the resource file as the default schema, checklist, or preset when the user does not provide one.
Boundaries
- - This skill supports planning, structuring, and first-pass artifacts.
- It should not claim that files were modified, messages were sent, or legal/financial decisions were finalized unless the user actually performed those actions.
Compatibility notes
- - Directory-based AgentSkills/OpenClaw skill.
- Runtime dependency declared through
metadata.openclaw.requires. - Helper script is local and auditable:
scripts/quote_calculator.py. - Bundled resource is local and referenced by the instructions:
resources/pricebook.csv.
报价与发票工作台
目的
将杂乱的服务定价记录转化为专业的报价单、工作说明书条目和发票草稿，并清晰呈现所有假设条件。
触发短语
- - 报价单
- invoice draft
- 做服务报价
- 估算项目费用
- scope and quote
需要获取以下输入
- - 服务范围
- 费率表或预算
- 时间线
- 付款条款
- 可选税费/折扣
工作流程
- 1. 将服务范围拆分为清晰的条目和假设条件。
- 以捆绑的价格手册为起点，或根据用户的费率进行调整。
- 计算小计、税费、折扣、预付款和里程碑款项。
- 分别生成报价单和发票草稿。
- 明确所有假设条件，以减少争议。
输出内容
本技能包含的文件
- - 脚本：{baseDir}/scripts/quote_calculator.py
- 资源：{baseDir}/resources/pricebook.csv
操作规则
- - 保持具体且以行动为导向。
- 在进行破坏性更改前，优先使用预览/草稿/模拟模式。
- 如果缺少信息，仅询问推进所需的最少内容。
- 绝不捏造指标、法律确定性、收据、凭证或证据。
- 保持假设条件明确。
建议提示
脚本与资源的使用
当脚本有助于用户生成结构化文件、清单、CSV或初稿时，使用捆绑脚本。
当用户未提供默认模式、检查清单或预设时，使用资源文件作为默认方案。
边界
- - 本技能支持规划、结构化和初稿产出。
- 除非用户实际执行了相关操作，否则不得声称文件已被修改、消息已发送或法律/财务决策已最终确定。
兼容性说明
- - 基于目录的AgentSkills/OpenClaw技能。
- 通过metadata.openclaw.requires声明运行时依赖。
- 辅助脚本为本地且可审计：scripts/quote_calculator.py。
- 捆绑资源为本地资源，由指令引用：resources/pricebook.csv。
