Customer request in, itemized quote out, with you in charge

Quotes are slow because the work is repetitive: read the spec, find each part in the price sheet, apply markup, labor, freight and tax, format the document, write the email. Mistakes are expensive: an old price list, a missed quantity break, a discount nobody approved.

Quote & Price Estimator does the lookup and arithmetic and leaves the judgment to you. Your clone:

• reads the request from chat or email (including PDF, Excel and CSV attachments),
• extracts line items (part numbers, descriptions, sizes, quantities),
• matches them to your price list (exact part number first, then closest description, always flagged),
• applies your pricing rules (markup or margin, labor or install rate, quantity breaks, minimum order, freight and fees, tax, rounding),
• produces an itemized estimate with a confidence level per line,
• lists UNPRICED and low-confidence lines separately,
• builds the quote in Excel or Word (or Google Sheets or Docs) from your {QUOTE_TEMPLATE},
• drafts (never sends) the customer email,
• optionally logs the quote amount and file link on your Salesforce opportunity or HubSpot deal.

What you get:

• Sales reps and inside sales who quote from a price list several times a week.
• Operations and estimating teams who build quotes for product, parts or install jobs.
• Sales managers who want consistent margins and discount discipline.
• Businesses with a price list in a spreadsheet or SharePoint list and rules that live in someone's head today.

   Request arrives
   ├─ Chat: "Quote this for {CUSTOMER_NAME}" (+ pasted list or file)
   └─ Email with spec attached (PDF / Excel / CSV)
                         │
                         ▼
 ┌───────────────────────────────────────────────────────────────────┐
 │  "Quote Builder" skill                                            │
 │                                                                   │
 │  1. Read the request (attachments read directly)                  │
 │  2. Extract line items: part no. · description · size · qty       │
 │  3. Check the price sheet "last updated" date (stale? warn)       │
 │  4. Match each line                                               │
 │       exact part number → closest description (flagged)           │
 │       no match → UNPRICED (never invented)                        │
 │  5. Apply Pricing Rules: {MARKUP} · {LABOR_RATE} · qty breaks     │
 │       {MINIMUM} · freight/fees · tax · rounding                   │
 │  6. Discount asked > {MAX_DISCOUNT}? → needs explicit approval    │
 │  7. Itemized estimate + confidence per line                       │
 │       UNPRICED / low-confidence lines listed separately           │
 └───────────────────────────────┬───────────────────────────────────┘
                                 │
                  A person reviews and says "approve"
                                 │
                                 ▼
 ┌───────────────────────────────────────────────────────────────────┐
 │  Build the quote file from {QUOTE_TEMPLATE}                       │
 │   (Excel / Word / Google Sheets / Google Docs)                    │
 │  DRAFT the customer email (never sent by the clone)               │
 │  Optional: log amount + file link on the Salesforce opportunity   │
 │            or HubSpot deal (after approval)                       │
 └───────────────────────────────────────────────────────────────────┘

#The price list and Pricing Rules

You keep one current price sheet with a "last updated" date, and a "Pricing Rules" tab or doc. During setup the clone proposes both layouts and you confirm them.

Example price sheet columns:

Example "Pricing Rules" tab:

Your clone matches these to the exact skill names in your workspace. Confirm them in your skill catalog before saving the skill. Your clone will report the exact names it finds.

Skill names can differ slightly between orgs. Confirm the exact names in your skill catalog before saving the skill.

Pick one price-list route (required):

Pick one quote-document route (required):

Also required:

Optional but common:

• ONE current price sheet. Keep a single master with a "last updated" date. Old copies cause wrong quotes. Archive or delete extras.
• Part numbers must match. Hyphens, spaces and leading zeros matter. The clone matches exact part numbers first, then flags description matches.
• Read PDFs directly. Do not rely on an old PDF-to-text skill. Gmail and Outlook operators read attachments themselves.
• Scanned PDFs extract worse. Ask customers for Excel or CSV specs when possible. Low-confidence lines are flagged.
• SharePoint "access denied". Delete and re-create the Microsoft connection to pick up new permissions (Sites.Read.All), then retry.
• Never send without review. The clone drafts the email. You send it.
• Rules in your head are not rules. Anything not in the Pricing Rules tab or doc is not applied.
• Discounts. Beyond {MAX_DISCOUNT} needs explicit approval by name.
• Read every instruction before saving the skill. You are responsible for what your clone does.