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PalateKit Pick

Quotes and costed proposals from your notes v1.0.0

Use this resource to write a quote or business proposal

New

  • 352 downloads
  • 173 likes
  • 187 saves

$4.99

Lifetime access to this resource, with its updates.

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install proposal-builder-quote

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent extracts what the customer wants, the constraints and the gaps from your discovery, then prices from your comparable jobs or rate card, never inventing a rate. It builds the document on your own template with a precise scope and a "not included" section, and privately flags the job's risks before sending. It delivers a DOCX and PDF you send yourself.

Mostly picked by

Updated November 2, 2026

Business proposal with scope, pricing table and a "not included" section.

Details

Works in
Install guides
Generates with
Your agent's model
Uses
  • docx skill to produce the DOCX
Licence
Apache-2.0

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What you get

  • SKILL.md: the 7-step workflow, from reading discovery to acceptance
  • Reference files: discovery extraction, pricing method, proposal structure
  • A review presentation template and a list of common failure modes

Good fit for

  • You spend hours turning notes into quotes
  • You want consistent quotes anchored on your past prices
  • You answer an RFP and want to see the risks before sending

Not for

  • Designing a website or a graphic proposal mockup
  • Quotes with no price basis at all, which stay to be completed
  • Heavily regulated public tenders

Tags

  • quote
  • proposal
  • pricing
  • freelance
  • sales

About

You say

"Here are my site visit notes and my rate card, build me a quote for this job."

Business proposal with scope, pricing table and a "not included" section.

Skill published by Anthropic under the Apache-2.0 license.

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Prerequisites

You bring
Your discovery notes or transcript and Your rate card or past quotes
Dependencies
docx skill to produce the DOCX

How to use it

  1. Say where the discovery lives (notes, transcript, photos)
  2. Provide your rate card or past quotes
  3. Review price, assumptions and risks, then send the DOCX or PDF yourself

Content preview

Files

  • LICENSE11.5 KB
  • NOTICE-PALATEKIT.md0.4 KB
  • reference/discovery_extraction.md6.2 KB
  • reference/gotchas.md5.4 KB
  • reference/output_template.md4.1 KB
  • reference/pricing_method.md5.2 KB
  • reference/proposal_structure.md4.8 KB
  • SKILL.md15.1 KB

Origin and licence

Modified by PalateKit

Author
Anthropic
Source
github.com/anthropics/knowledge-work-plugins/tree/2574e29377c7173d0cecffef29a6ecbd7f8ccb5d/small-business/skills/proposal-builder
Licence
Apache-2.0

Notice

Version modifiée de « proposal-builder » (Anthropic, Apache-2.0) : traduction française et fiche par PalateKit.

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Frequently asked questions

Do I need accounting software or DocuSign?

No. Uploaded files in, DOCX and PDF out is the designed path; QuickBooks, Stripe, DocuSign or Notion are optional.

The skill mentions other skills, are they required?

No. contract-review, invoice-chase or build-connector are only suggested follow-ups; the quote works without them.