A quote that visibly responds to the actual conversation reads differently from a template with the name swapped out. This skill takes your notes from a discovery call, a CRM entry, or a briefing, and turns them into a document with a personal cover letter, matching service packages, a transparent pricing structure, and clear next steps.
\nIt is built for sales teams and management in B2B contexts with a recurring volume of quotes, for example after first conversations with mid-sized companies. It reads from the conversation which needs were actually named, and maps matching packages from your own service portfolio onto them.
\nWhat it deliberately does not do: invent prices. Where details on your pricing model are missing, it sets a placeholder instead of estimating figures. Nor does it replace a legal review of contract terms, discounts, or terms and conditions. The finished document goes through a review before it is sent, no skill output goes to customers automatically.
\n" }, { "id": "skill-text", "title": "Skill Text", "html": "Copy the prompt below in full into your AI tool. As a file: angebots-skript.en.json
\n" } ], "schritte": [ { "nr": 1, "titel": "Provide the customer context", "beschreibung": "Company, contact person, need, and desired services are entered.", "rolle": "mensch" }, { "nr": 2, "titel": "Create the quote", "beschreibung": "The customer's need is analyzed, the solution tailored, and the document structured with a price table and timeline.", "rolle": "automatisch" }, { "nr": 3, "titel": "Ready-to-send quote", "beschreibung": "A personalized document with a cover letter, service packages, prices, and next steps is ready.", "rolle": "ergebnis" }, { "nr": 4, "titel": "Review and send", "beschreibung": "Prices are checked, details added, and the quote sent to the customer.", "rolle": "mensch" } ], "herausgeber": "Voyage Digital", "version": "2.0", "stand": "2026-07-26", "umsetzung": [ { "titel": "Set up the skill", "text": "The skill text is copied and the placeholders are filled in with the relevant pricing model and service portfolio." }, { "titel": "Create the first quote", "text": "Real conversation notes from a customer meeting serve as input for the first quote." }, { "titel": "Review and refine", "text": "Prices are checked and missing details are added." }, { "titel": "Establish a workflow", "text": "Going forward, the quote is created directly after the customer meeting." } ], "zutaten": [ "Company", "Contact person", "Need", "Services" ], "beispielSzenario": "After a successful initial conversation with a mid-sized company, three core customer needs are captured as notes. From these notes, a three-page quote is created: a personal introduction referencing the conversation, three service packages (Basic, Professional, Enterprise) with a clear pricing structure, an overview of the project timeline, and the next steps toward commissioning the work.", "eingaben": [ { "feld": "Company and contact person", "pflicht": true }, { "feld": "Customer's need or the problem discussed", "pflicht": true }, { "feld": "Desired services or product packages", "pflicht": true }, { "feld": "Budget range", "pflicht": false }, { "feld": "Timeline or urgency", "pflicht": false }, { "feld": "Conversation transcript or meeting minutes", "pflicht": false }, { "feld": "Special terms or discounts", "pflicht": false }, { "feld": "Reference customers from a comparable industry", "pflicht": false } ], "ausgabe": "A quote document between 1,000 and 2,000 words with a cover letter, starting situation, solution approach, service overview, price table, timeline, short profile, and next steps.", "prompt": "# DESCRIPTION\nCreates a professional, personalized quote based on the conversation context, customer needs, and your own service portfolio. The quote is ready to send and tailored to the customer's specific situation. Address the user in a professional manner throughout.\n\n# INPUT\n- Company name and contact person (required)\n- Customer's need or problem: what was discussed? (required)\n- Desired services or product packages (required)\n- Customer's budget range (optional)\n- Timeline or urgency (optional)\n- Conversation transcript or meeting minutes (optional)\n- Special terms or discounts (optional)\n- Reference customers from the same industry (optional)\n\n# OUTPUT\nStructured quote document (1,000 to 2,000 words) with:\n- Cover letter, personal, referencing the conversation\n- Starting situation and objectives from the customer's perspective\n- Solution approach and methodology\n- Service overview: packages or modules with description\n- Price table, transparent, with options\n- Timeline and milestones\n- Short profile with relevant references\n- Next steps and validity of the quote\n\n# CONTEXT\n- Global placeholders: COMPANY, INDUSTRY, TARGET AUDIENCE\n- Skill specific: service portfolio (PRODUCTS_SERVICES), pricing model (PRICING_MODEL), tone of voice, competitors\n- Areas of expertise: B2B quote creation, value selling, pricing psychology\n- Boundary: do not invent prices, use only PRICING_MODEL data. Where prices are missing, set a placeholder instead of estimating.\n- Where facts for another section are missing (e.g. references, timeline), explicitly mark the affected point as an assumption instead of silently filling it in.\n\n# WORKING INSTRUCTIONS\n\n## Step 1: Analyze the customer's need\nExtract the core needs, goals, and constraints from the input. Phrase needs in the customer's own language. Explicitly mark implicit needs as a hypothesis. Do not invent needs that were not mentioned in the conversation.\n\n## Step 2: Tailor the solution\nSelect matching services or packages from PRODUCTS_SERVICES and map them to the customer's need. Every service must address a concrete customer need. Maximum of three package variants. Clearly highlight the recommendation.\n\n## Step 3: Structure the quote\nBuild the document according to the output structure. Cover letter maximum three paragraphs, with a personal reference. Phrase the service description in terms of outcomes, not features. Present prices transparently, no hidden costs.\n\n## Step 4: Create the price table\nClear, well organized price presentation with options. Take prices exclusively from PRICING_MODEL. If prices are missing, set the placeholder [INSERT PRICE].\n\n## Step 5: Quality control\nCheck the quote against the Definition of Done before marking it as finished.\n\n# DEFINITION OF DONE\n[ ] Personal cover letter referencing the specific conversation\n[ ] Customer need reflected correctly and in the customer's own language\n[ ] Service overview with at least two package variants\n[ ] Every service is mapped to a customer need\n[ ] Price table complete or with placeholders set\n[ ] Timeline with realistic milestones\n[ ] Next steps and validity of the quote defined\n[ ] No invented prices or services\n[ ] Assumptions are marked as such\n[ ] Quote is under 2,000 words\n\n# CONVERSATION START\nHello, let's put together your quote. I need the following from you:\n1. Customer: company and contact person\n2. Need: what does the customer need, what was discussed?\n3. Services: which products or packages should be offered?\n4. Optional: budget range and desired timeline", "einrichtung": { "intro": "Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.", "plattformen": [ { "plattform": "ChatGPT", "anbieter": "OpenAI", "schritte": [ "Copy the skill text above using the copy button.", "Click your profile picture and select \"Skills\".", "Click \"Create skill\" and paste the copied text as the instruction.", "Adjust inputs, outputs and format where your case requires it.", "Save the skill. It is available in all chats from that point on." ], "doku": { "label": { "de": "OpenAI Dokumentation: Skills in ChatGPT", "en": "OpenAI documentation: Skills in ChatGPT" }, "url": "https://help.openai.com/de-de/articles/20001066-skills-in-chatgpt" } }, { "plattform": "Claude", "anbieter": "Anthropic", "schritte": [ "Copy the skill text above using the copy button.", "Open claude.ai and go to \"Skills\" in your profile.", "Create a new skill and paste the copied text as the instruction.", "The skill works in claude.ai, in Claude Code and through the API.", "Available on the Pro, Max, Team and Enterprise plans." ], "doku": { "label": { "de": "Anthropic Dokumentation: Benutzerdefinierte Skills erstellen", "en": "Anthropic documentation: Creating custom skills" }, "url": "https://support.claude.com/de/articles/12512198-benutzerdefinierte-skills-erstellen" } }, { "plattform": "Copilot Studio", "anbieter": "Microsoft", "schritte": [ "Copy the skill text above using the copy button.", "Open Copilot Studio and create a new agent.", "Paste the copied text as the instruction.", "Connect knowledge sources and tools where needed.", "Publish the agent for yourself or for your organisation." ], "doku": { "label": { "de": "Microsoft Dokumentation: Einen Agent erstellen und bereitstellen", "en": "Microsoft documentation: Create and deploy an agent" }, "url": "https://learn.microsoft.com/de-de/microsoft-copilot-studio/fundamentals-get-started" } }, { "plattform": "Langdock", "anbieter": null, "schritte": [ "Copy the skill text above using the copy button.", "Open the sidebar and click \"Add skill\".", "Paste the copied text directly as the instruction.", "Connect the skill to integrations such as Gmail or Slack where needed.", "Save the skill and release it for yourself or your team." ], "doku": { "label": { "de": "Langdock Dokumentation: Skills", "en": "Langdock documentation: Skills" }, "url": "https://docs.langdock.com/de/product/chat/skills" } } ] }, "itemIcon": "file-badge", "recommended": [ { "slug": "pitch-geruest", "category": "skill", "name": "The Pitch Deck Builder", "teaser": "Builds a complete sales deck from target audience, goal and available time.", "domaene": "Vertrieb & Outreach", "itemIcon": "rocket" }, { "slug": "vertrags-dossier", "category": "skill", "name": "The Contract Dossier", "teaser": "Turns internal pricing models and contract terms into a customer-friendly overview document with a package comparison, transparent pricing, and answers to the most common questions.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-signature" }, { "slug": "angebots-schiene", "category": "workflow", "name": "The Quote Pipeline", "teaser": "A workflow that automatically turns an incoming quote request into a reviewed quote draft, from requirements extraction through to sales approval.", "domaene": "Vertrieb & Outreach", "itemIcon": "file-badge" }, { "slug": "einwand-drehbuch", "category": "skill", "name": "The Objection Playbook", "teaser": "Classifies a customer objection psychologically and delivers three ready-to-use response strategies with concrete phrasing instead of a generic stock answer.", "domaene": "Vertrieb & Outreach", "itemIcon": "shield-question" }, { "slug": "kaltakquise-drehbuch", "category": "skill", "name": "The Cold Outreach Playbook", "teaser": "Builds a multi-stage, cross-channel cold outreach sequence across email, LinkedIn and optionally phone from a few prospect details, with a timing plan, talking points and GDPR-compliant messages including opt-out.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-outgoing" }, { "slug": "nachfass-konzept", "category": "skill", "name": "The Follow-up Sequence", "teaser": "Plans and drafts a multi-step follow-up sequence after a business contact, with a rotating focus per email, an opt-out notice, and a GDPR reference in every template.", "domaene": "Vertrieb & Outreach", "itemIcon": "mail-check" }, { "slug": "kaltakquise-sequenzer", "category": "assistent", "name": "The Cold Email Sequencer", "teaser": "Builds a short, personalized cold email from target contact, offer and research, complete with subject line, connection point and a low-friction call to action, optionally as the starting point of a multi-step sequence.", "domaene": "Vertrieb & Outreach", "itemIcon": "phone-outgoing" }, { "slug": "account-dossier", "category": "skill", "name": "The Account Dossier", "teaser": "The Account Dossier gathers publicly available information on a target company into a structured briefing covering profile, strategy, decision makers, and reasoned pain point hypotheses to prepare for sales conversations.", "domaene": "Vertrieb & Outreach", "itemIcon": "building-2" }, { "slug": "kundentermin-protokoll", "category": "skill", "name": "The Client Meeting Protocol", "teaser": "Turns notes or a transcript from a client meeting into a structured protocol with a BANT or MEDDIC opportunity analysis, action items, and a follow-up email draft.", "domaene": 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