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From salesbuildr
Creates a new quote in Salesbuildr with line items. Resolves company, contact, opportunity, and product names to IDs, posts the quote to the Salesbuildr API, and displays the result with totals.
How this command is triggered — by the user, by Claude, or both
Slash command
/salesbuildr:create-quote <name> <company> [contact] [opportunity] [products]The summary Claude sees in its command listing — used to decide when to auto-load this command
# Create Salesbuildr Quote ## Arguments - `name` (required) — Quote title - `company` (required) — Company name or ID - `contact` (optional) — Contact name or ID - `opportunity` (optional) — Opportunity name or ID to link - `products` (optional) — Comma-separated product names or IDs with quantities (e.g., "FortiGate 60F:2, SonicWall TZ270:1") ## 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. Displa...
name (required) — Quote titlecompany (required) — Company name or IDcontact (optional) — Contact name or IDopportunity (optional) — Opportunity name or ID to linkproducts (optional) — Comma-separated product names or IDs with quantities (e.g., "FortiGate 60F:2, SonicWall TZ270:1")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 |
npx claudepluginhub wyre-technology/msp-claude-plugins --plugin salesbuildr/create-quoteCreates a new Autotask quote with line items for products, services, and service bundles. Searches for company and contact, looks up catalog items, and adds line items with pricing.
/create-dealCreates a new deal in HubSpot CRM, associates it with a company and optionally a contact, and logs a creation note.
/sales-proposalGenerates a structured sales proposal with executive summary, ROI analysis, pricing table, implementation plan, and competitive positioning.
/create-invoiceCreates a QuickBooks Online invoice for managed services clients, resolving customer and service item, building line items, and optionally emailing the invoice.
/proposalCreates a personalized investment proposal for a prospective client, using the investment-proposal skill. Accepts an optional prospect name.