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From salesbuildr
Creates a new quote with line items in Salesbuildr. Requires name and company; optional contact, opportunity, products (e.g., 'Product:qty'). Resolves to IDs, calls API, displays quote details and total.
npx claudepluginhub wyre-technology/msp-claude-plugins --plugin salesbuildrHow this command is triggered — by the user, by Claude, or both
Slash command
/salesbuildr:create-quoteThe summary Claude sees in its command listing — used to decide when to auto-load this command
# Create Salesbuildr Quote ## Prerequisites - Salesbuildr API key configured - Company and products must exist ## Steps 1. Resolve company, contact, and opportunity to IDs 2. Resolve product names to IDs and build line items 3. Call Salesbuildr API: `POST /quotes` 4. Display created quote with line items and total ## Examples ### Create quote with products ### Create quote linked to opportunity ## Error Handling | Error | Resolution | |-------|------------| | Product not found | Verify product names with /search-products | | Company not found | Verify company exists |
/create-quoteCreates a new Autotask quote for a specified company with optional line items for products, services, and bundles. Displays quote ID, details, and pricing summary.
/sales-proposalGenerates a structured sales proposal with executive summary, ROI analysis, pricing table, implementation plan, and competitive positioning.
/create-invoiceCreates an invoice in QuickBooks Online for a specified customer and service line item with amount and optional quantity, date, memo, and email send. Displays invoice number, total, due date, and QBO link.
/proposal-writerWrites a client proposal or quote using the optional [client-name] argument; prompts for project details if none provided.
/estimateGenerates a structured trade business estimate with line items for labor, materials, permits, and warranties, tailored to plumbing, electrical, HVAC, or general contracting.
/pitchGenerates customized sales pitch for prospect company and use-case via interactive questionnaire on scope, format, audience, and length, using loaded product context.
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POST /quotes/create-quote name="Infrastructure Refresh" company="Acme Corp" products="FortiGate 60F:2, Endpoint License:50"
/create-quote name="Proposal" company="Acme Corp" opportunity="Q1 Refresh"
| Error | Resolution |
|---|---|
| Product not found | Verify product names with /search-products |
| Company not found | Verify company exists |