Localized reading guide
proposal-builderPurpose, usage and source
Turns whatever came out of a discovery conversation — a call transcript, a voice memo, jobsite photos, an RFP document, a set of drawings, or scrappy notes — into a branded, costed proposal, estimate, or statement of work built on the owner's own templates and historical pricing. Routes it for signature and triggers the deposit invoice once it's accepted. Works entirely from uploaded files when no connector is available, producing DOCX and PDF the owner can send themselves. Use this whenever a quote, bid, estimate, proposal, or SOW is the deliverable — including phrasings like "write this up for them," "put together a quote," "I need to bid this job," "turn my notes into a proposal," "respond to this RFP," or "price this out." Reach for it when the owner describes a job they just looked at, even without saying the word quote.
Source retrieved:
- Source repository
- anthropics/knowledge-work-plugins
- SKILL.md
small-business/skills/proposal-builder/SKILL.md- Repository stars
- 34,049
- Repository updated
- 2026-10-30
- Categories
- Documents
- Last collected
License: Apache-2.0
Workflow excerpts are reading aids, not executable instructions from Codez. No third-party Skill was run to produce this page.
The purpose and workflow passages below are upstream material, organized and translated for reading. They are distinct from the separately labeled Codez editorial analysis.
What this Skill does
Turns whatever came out of a discovery conversation — a call transcript, a voice memo, jobsite photos, an RFP document, a set of drawings, or scrappy notes — into a branded, costed proposal, estimate, or statement of work built on the owner's own templates and historical pricing. Routes it for signature and triggers the deposit invoice once it's accepted. Works entirely from uploaded files when no connector is available, producing DOCX and PDF the owner can send themselves. Use this whenever a quote, bid, estimate, proposal, or SOW is the deliverable — including phrasings like "write this up for them," "put together a quote," "I need to bid this job," "turn my notes into a proposal," "respond to this RFP," or "price this out." Reach for it when the owner describes a job they just looked at, even without saying the word quote.
How the upstream workflow works
Step 1 — Ask where the discovery lives, then read it
Many connectors can feed this skill, so do not sweep them all. Open with one question: where should the material come from? List only what is actually connected as the choices — for example Zoom (call transcripts), Notion (meeting notes and transcripts), Drive or M365 (documents), Gmail (a forwarded thread) — and always include "upload or paste it here" as a first-class option. The owner picks; only the picked sources get searched. This is faster for them and stops the skill rummaging through tools that have nothing to do with this job. Take whatever form the discovery arrives in. All of these are normal inputs: A call transcript or meeting notes kept in Notion, when connected — search only the page or database the owner points at, read-only Jobsite photos, drawings, or plan sheets
Upstream passage · L24 ↗Step 2 — Price it from history, not from scratch
Read reference/pricing_method.md. The core rule: price from what this owner has actually charged for comparable work, not from a general estimate. Pull comparable jobs: The connected ledger (MYOB, NetSuite, QuickBooks, Xero, or Zoho Books) — past invoices for similar work, with line detail. Zoho Books: list_invoices and list_estimates by customer or item, with list_items for the catalogue rates. Ledgers are peers (../../shared/connector-neutrality.md) A payments connector (PayPal, Square, or Stripe) — charge history by customer when no ledger is connected; amounts only, no line detail
Step 3 — Build the document on their template
Use the owner's existing proposal template when one exists — from Drive, M365, Confluence, or uploaded. Matching their format matters more than improving it. A proposal that looks like their other proposals gets sent; a beautiful unfamiliar one gets rebuilt by hand. Confluence, when Atlassian is connected, is a template and historical-document source. Search spaces by CQL for past proposals, scope boilerplate, standard terms, and rate pages, and read the pages directly. That is the whole of its role here — it is a document library, not a pricing system and not a record store. Pricing still comes from the ledger, an uploaded rate card, or past proposals; a Confluence page is only ever evidence of what the owner already writes and charges. Pricing, broken into lines the customer can understand
Upstream passage · L64 ↗Requirements and setup
No short requirements passage was selected from this file. This does not mean the Skill has no dependencies. Check the repository setup instructions and referenced files.
Limits and quality checks
No separate limits passage was selected from this file. This does not mean the Skill is safe for every input or environment. Review the complete source and validate your own result.
Start with a safe trial
- Check the supported host and the repository installation instructions. Keep the Skill directory and its referenced scripts, assets and documentation together; SKILL.md alone may omit dependencies.
- Give the agent your real input, desired output and acceptance criteria. Invocation syntax and available tools depend on the host; this site does not assume a universal install command.
- Try the source workflow in a disposable project or on a copy. Review operations that change files, remote services or billable resources before allowing them.
- Validate the output against the source quality checks and your own requirements. A successful trigger or a high repository Star count does not establish a correct result.
Read further in the source
- Proposal Builder
- Step 1 — Ask where the discovery lives, then read it
- Optional — research the lead (Apollo)
- Step 2 — Price it from history, not from scratch
- Step 3 — Build the document on their template
- Step 4 — Flag the risks to the owner, not to the customer
- Step 5 — Deliver for review
- Step 6 — Route for signature, with approval
- Step 7 — On acceptance
- Closing offer
- What not to do
- Reference files
- Using a tool that isn't listed
Related Skills
Translation and scope
This reading guide selects passages from the pinned upstream SKILL.md. Translation is assisted. It is not a complete manual or a claim of tested compatibility. Read the original and its referenced files before use.
This introduction refers to the pinned version below; current repository activity and collection time are shown separately.
- Pinned source
- Read the original ↗
- Source retrieved
- Source commit
2574e29377c7173d0cecffef29a6ecbd7f8ccb5d- Source SHA-256
e558016c080898debf1e4e944826a562861c724144101cbc9ab6b99c0d362d0b