Product details
- Type:
- Skill
- Category:
- Sales & Revenue
- Seller:
- OPC
- Listed on:
Product description
Send the customer's price list and requirements, and receive an accurate Word or PDF quotation, with discounts, VAT and the total written in words.
Wholesale price lists come in all kinds of formats: retail, wholesale, agent and tiered-quantity columns. You need to match the right column in the quotation, multiply the right figures, subtract discounts, add VAT if applicable, then write the total in words. Being off by one zero is enough to lose a company customer’s trust. The Prepare quotations skill handles exactly this: drag your price list into the chat and note what the customer needs. It takes the correct prices from the table, calculates each line and prepares a quotation as polished as one from a company sales department.
What this skill does for you
- Matches each item the customer asks about to exactly one line in the price list. If several lines have similar names, it asks you; if an item is not in the list, it enters
[price: you fill in]. - Selects the correct price column: by quantity tier when the table has one; if it is unclear whether the customer is retail, wholesale or an agent, it asks once.
- Calculates each line total, discount, delivery fee (only when you provide it), VAT (only when you issue a VAT invoice, using the tax rate you specify), and then the grand total.
- Checks the total: quotations with 6 or more product lines are also saved with a detailed Excel table so the app can add up the line-total column again. If there is a discrepancy, it recalculates instead of rounding to make it match.
- Writes the total in words and checks each group of three digits.
- Reads the customer's quotation request in Word or PDF format.
- Fills in delivery, payment and quotation-validity terms exactly as you state them.
Assign the task with just one message
"Quote for Hoa Sen Company Limited: 120 boxes of ginger tea, 20 sachets each; 60 boxes of lemongrass and lemon tea; deliver to Hanoi. Give 5% off orders over 10 million, prices exclude 8% VAT. 30% deposit, valid for 15 days." (attach the wholesale price list)
If you have not attached a price list, this skill searches the working folder for files with names like "bang-gia" or "gia-si" and asks which file to use. If there is no file, it uses the prices you type in the message.
What you receive
- A Word quotation (by default), PDF or both, in the
bao-gia/folder: quotation number by date, recipient, product table (quantity, unit price, discount, line total), grand total in figures and words, terms and preparer. Seller information (address, tax code and bank account number) comes from memory; if unavailable, it is left blank for you to fill in. The app asks before saving. - In the chat: each line's calculations and a list of points you need to check before sending.
Example of the final line: "Total: 12.312.000đ. In words: Twelve million three hundred twelve thousand dong."
How this skill differs from a regular AI question
- It never makes up a number. Prices, discounts, delivery fees, delivery times, gifts and warranties are taken only from the price list or from you; if missing, it enters
[...]and lists it in the review section. - It never adds tax on its own. If VAT is not selected, the quotation has no tax line. The tax rate is never chosen automatically; if products have different tax rates, it asks you.
- It hides internal figures. Cost, purchase price, profit and private notes in the price list never appear in the quotation.
- It removes unused lines. If there is no discount or delivery fee, it removes that line entirely instead of showing "0đ", which looks unprofessional.
This is a good fit if
- Company customers ask for prices on Tet or event gifts in large quantities.
- Agents or new shops ask for wholesale prices to stock products.
- You work in sales and need to quickly send company customers accurate quotations.
- Your price list has many columns and you often confuse wholesale and agent prices.
- You issue VAT invoices and need quotations to clearly state whether prices include tax.
What to prepare
- Required: what items the customer needs and how many.
- Recommended: an Excel/CSV price list (if you do not have one, type the prices in the message), customer name, permitted discount, whether to issue a VAT invoice and the tax rate applied by your accountant, delivery terms, payment terms and validity period.
Outside this skill's scope
- It does not send the quotation to the customer; you review and send it yourself.
- It does not edit the original price list or overwrite old quotations.
- It does not advise on tax rates; you or your accountant must confirm this figure.
- To offer a service with an introduction and scope of work, use Proposal chào dịch vụ.
Use in Solo Agent
After purchase, assign this skill to an existing AI staff member on your team, or create a new one to handle it. One AI staff member can have multiple skills; the assistant routes each request to the right person with the right skill.
Often used with: Calculate selling prices & promotions · Proposal chào dịch vụ · Package & price services
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