Quote builder

Name: Quote builder
Author: @dealdesk

@dealdesk/quote-builder

Price a quote from your price book CSV and the products a customer picked. Handles flat, volume, and graduated tier pricing plus line and deal discounts, checks per-product discount limits, and writes a customer-ready quote and a deal file for the order form.

SkillRevOpsv1.0.0 (latest)Tested

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1{
2 "name": "quote-builder",
3 "owner": "dealdesk",
4 "version": "1.0.0",
5 "type": "skill",
6 "description": "Price a quote from your price book CSV and the products a customer picked. Handles flat, volume, and graduated tier pricing plus line and deal discounts, checks per-product discount limits, and writes a customer-ready quote and a deal file for the order form.",
7 "category": "revops",
8 "license": "MIT",
9 "compat": [
10 "claude-code"
11 ],
12 "permissions": {
13 "shell": [
14 "node scripts/quote.mjs"
15 ],
16 "files": {
17 "read": [
18 "./data/**"
19 ],
20 "write": [
21 "./data/**",
22 "./out/**"
23 ]
24 }
25 },
26 "tests": {
27 "cases": [
28 {
29 "name": "volume and graduated tiers with a deal discount",
30 "inputs": {
31 "data/price-book.csv": "sku,name,unit,billing,pricing,min_qty,max_qty,unit_price,max_discount_pct\nPLAT-SEAT,Platform seat,seat per year,recurring,volume,1,49,600,30\nPLAT-SEAT,Platform seat,seat per year,recurring,volume,50,199,540,30\nPLAT-SEAT,Platform seat,seat per year,recurring,volume,200,,480,30\nAPI-1K,API calls per 1000,1k calls per year,recurring,tiered,1,1000,2.00,40\nAPI-1K,API calls per 1000,1k calls per year,recurring,tiered,1001,10000,1.50,40\nAPI-1K,API calls per 1000,1k calls per year,recurring,tiered,10001,,1.00,40\nSUP-PREM,Premium support,per year,recurring,flat,1,,6000,10\nONB-STD,Onboarding package,one-time,one_time,flat,1,,5000,20\n",
32 "data/selections.json": "{\"customer\":\"Northwind Traders LLC\",\"term_months\":24,\"deal_discount_pct\":10,\"lines\":[{\"sku\":\"PLAT-SEAT\",\"quantity\":60},{\"sku\":\"API-1K\",\"quantity\":2500},{\"sku\":\"SUP-PREM\",\"quantity\":1,\"discount_pct\":0},{\"sku\":\"ONB-STD\",\"quantity\":1}]}"
33 },
34 "checks": [
35 {
36 "type": "command_exits_zero",
37 "command": "node scripts/quote.mjs data/price-book.csv data/selections.json --out out --today 2026-11-04"
38 },
39 {
40 "type": "file_exists",
41 "path": "out/quote-deal.json"
42 },
43 {
44 "type": "file_contains",
45 "path": "out/quote.md",
46 "text": "| **Total for term** | **$82,970.00** |"
47 },
48 {
49 "type": "output_matches_schema",
50 "path": "out/quote.json",
51 "schema": {
52 "type": "object",
53 "required": [
54 "lines",
55 "totals",
56 "warnings",
57 "valid_until"
58 ],
59 "properties": {
60 "valid_until": {
61 "const": "2026-12-04"
62 },
63 "totals": {
64 "type": "object",
65 "properties": {
66 "list_total": {
67 "const": 99000
68 },
69 "net_total": {
70 "const": 82970
71 },
72 "acv": {
73 "const": 38985
74 },
75 "discount_pct": {
76 "const": 16.2
77 }
78 }
79 },
80 "warnings": {
81 "type": "array",
82 "maxItems": 0
83 }
84 }
85 }
86 }
87 ]
88 },
89 {
90 "name": "warns when a line goes past its max discount",
91 "inputs": {
92 "data/price-book.csv": "sku,name,unit,billing,pricing,min_qty,max_qty,unit_price,max_discount_pct\nSUP-PREM,Premium support,per year,recurring,flat,1,,6000,10\n",
93 "data/selections.json": "{\"customer\":\"Contoso Robotics Inc.\",\"term_months\":12,\"lines\":[{\"sku\":\"SUP-PREM\",\"quantity\":1,\"discount_pct\":25}]}"
94 },
95 "checks": [
96 {
97 "type": "command_exits_zero",
98 "command": "node scripts/quote.mjs data/price-book.csv data/selections.json --out out --today 2026-11-04"
99 },
100 {
101 "type": "output_matches_schema",
102 "path": "out/quote.json",
103 "schema": {
104 "type": "object",
105 "properties": {
106 "totals": {
107 "type": "object",
108 "properties": {
109 "net_total": {
110 "const": 4500
111 }
112 }
113 },
114 "warnings": {
115 "type": "array",
116 "minItems": 1,
117 "maxItems": 1
118 }
119 }
120 }
121 }
122 ]
123 }
124 ]
125 }
126}

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/kit add @dealdesk/quote-builder

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More from @dealdesk

Po creator
Turn a deal into a clean order form or purchase order, in markdown and printable HTML. Computes line totals, discounts, contract value, and a billing schedule, and lists what finance needs before signature. Works offline from a JSON file or a short text form.
Discount approval check
Check a deal against your own approval policy file and get the list of who must approve and why: discount ladders, payment terms, billing frequency, term length, free months, non-standard terms, and deal size. Also shows how much room is left before the next approval.
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