CPQ Builder Skill
0This skill provides a framework for creating Configure-Price-Quote tools where users can input configurations, and the system calculates outputs like quotes or summaries. It is designed for various domains including sales, legal, insurance, and financial services.
100Updated 2mo ago
Business Tools
Quick InstallView Source
$ npx skills add https://github.com/customware-ai/skills --skill cpq-builderOverview
About This Skill
The CPQ Builder Skill provides a framework for developing Configure-Price-Quote tools that enable users to input custom configurations and receive calculated outputs such as quotes or summaries. This skill is built to support multiple business domains, including sales, legal, insurance, and financial services. By automating the configuration and quoting process, it streamlines workflows where complex pricing or document generation depends on user-specified parameters.
How to Use
Install using npm with the command provided.
Use Cases
Sales quoting for equipment
Legal case estimate calculations
Insurance premium estimations
Loan qualification assessments
Tags
Setup & Installation
Quick Install
Terminal
$ npx skills add https://github.com/customware-ai/skills --skill cpq-builderAlternative Install (Git Clone)
git clone https://github.com/customware-ai/skillsRequirements
- Claude Code or compatible AI agent
Quick Start Guide
1
Install the Skill
Copy the install command above and run it in your terminal.
2
Open Your AI Agent
Launch Claude Code, Cursor, or your preferred AI coding agent.
3
Try It Out
Use the prompt template or examples below to test the skill.
4
Customize
Adapt the skill to your specific use case and workflow.
Usage Examples
Prompt Template
Act as a CPQ (Configure-Price-Quote) Builder for [COMPANY] in the [INDUSTRY] sector. Use the following [DATA] to generate a detailed quote or summary: [PRODUCT_CONFIGURATION]. Include pricing, terms, and any relevant notes for the customer. Ensure all calculations are accurate and align with [COMPANY]'s standard pricing models.
Example Output
### Quote Summary for TechSolutions Inc. **Customer:** TechSolutions Inc. **Quote ID:** Q-2024-0542 **Date:** May 15, 2024 --- #### Product Configuration: - **Product:** Enterprise Cloud Suite - **Tier:** Premium - **Modules:** - Advanced Security Suite - AI Analytics Engine - 24/7 Support - **Users:** 500 - **Contract Term:** 3 years --- #### Pricing Breakdown: | Item | Unit Price | Quantity | Subtotal | |------|------------|----------|----------| | Enterprise Cloud Suite (Premium) | $12,500/year | 1 | $12,500 | | Advanced Security Suite | $3,200/year | 1 | $3,200 | | AI Analytics Engine | $4,800/year | 1 | $4,800 | | 24/7 Support | $1,500/year | 1 | $1,500 | | **Total Annual Cost** | | | **$22,000** | | **Total 3-Year Cost** | | | **$66,000** | --- #### Additional Notes: - **Discount Applied:** 5% for multi-year contract ($3,300 savings). - **Payment Terms:** Net 30 days. - **Renewal:** Automatic unless 90 days' notice is provided. - **Legal Clause:** Data processing agreement must be signed separately. --- **Prepared by:** Alex Carter, Sales Representative **Approved by:** Sarah Mitchell, Finance Manager *For questions, contact [email protected] or call +1 (555) 123-4567.*
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