quotation-workflow自动化生成报价单（Excel/Word/HTML/PDF），集成数据验证防止示例数据，支持 OKKI CRM
Install via ClawdBot CLI:
clawdbot install cjboy007/quotation-workflowRequires:
Grade Fair — based on market validation, documentation quality, package completeness, maintenance status, and authenticity signals.
Calls external URL not in known-safe list
https://wkhtmltopdf.org/downloads.htmlUses known external API (expected, informational)
googleapis.comAudited Apr 17, 2026 · audit v1.0
Generated Oct 20, 2026
A sales representative receives an inquiry from a new overseas buyer. They collect company details, product specs, and pricing, then use the skill to generate a custom HTML-to-PDF quotation with data validation to ensure no placeholder data is sent. The final PDF is attached to the email, avoiding the unprofessional look of Excel PDFs.
A sales operations team uses OKKI CRM to store customer and product data. They export a JSON file from CRM, run the generate-all script to produce Excel, Word, and HTML versions, and the validation system flags any test data before submission. This ensures consistency and reduces manual errors in quotation creation.
A freelance consultant needs to send a professional quotation to a potential client. They fill a JSON template with client info, service descriptions, and pricing, then generate a polished HTML PDF with page numbers. The validation step prevents accidental use of sample client names like 'Example Corp'.
An online store owner receives a bulk order inquiry and needs to provide a formal quotation. They use the skill to create an Excel version for internal cost tracking and an HTML PDF for the customer, ensuring both are validated. The workflow saves time and maintains a professional image.
A developer or QA tester needs to generate test quotations without real customer data. They use the --skip-validation flag with the environment variable QUOTATION_DEV_ENV=true to bypass validation for HTML generation only, while Excel and Word scripts enforce validation. This allows rapid prototyping without compromising production safety.
Offer the quotation workflow as a cloud-based service with monthly subscription, including CRM integration, template management, and automated validation. Target small to medium export businesses.
Provide the core skill for free with basic templates, and charge for premium design templates, advanced validation rules, and priority support. Monetize through one-time purchases or annual licenses.
License the quotation generation engine to CRM providers like OKKI to embed within their platform, offering seamless quotation creation with validation. Charge a per-seat or per-transaction fee.
💬 Integration Tip
Use the --skip-validation flag only in development with the QUOTATION_DEV_ENV=true environment variable; always generate HTML PDFs for client-facing emails to maintain a professional look.
Scored Jun 29, 2026
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