Claude Quoting & Proposal Drafter
Paste in the scope. Get back pricing options, a written proposal, and a one-line follow-up email. The bit of your job that always takes hours, done in ten minutes.
This skill is a multiplier, not a magic wand.
It only works as well as the rate card and voice you give it. Install it without the layers below and the proposals will read like a stock template.
Before you install, make sure you have:
- Your rate card or pricing logic written down so Claude has real numbers to work with
- 2-3 of your past proposals uploaded as voice and structure samples
- Your standard inclusions and exclusions documented so the scope holds
- Your brand identity skill installed so the proposal sounds like you, not generic AI
Without these, the skill quotes blind. With them, every proposal lands inside your real numbers and your real voice.
Scope in. Proposal out.
Three deliverables in one run. Pricing options the lead can choose from, the full proposal copy in your voice, and the short email that goes with it.
Builds your pricing
Takes the scope and your rate card and returns three pricing options the lead can choose from.
Writes the proposal
Full proposal copy, structured the way your business presents work. Ready to drop into your template.
Names the inclusions
Lists exactly what's included and what's not, so the scope holds and the boundaries are clear from day one.
Drafts the send-it email
The short email that goes with the proposal, with a clear next step and a friendly nudge to book a call if they have questions.
Copy this into Claude
Install it once as a custom skill. Replace the placeholders before you save. Then any time you say "quote this scope" or "write a proposal for [lead]", Claude runs this automatically.
# Quoting & Proposal Drafter Builds three pricing options, writes the full proposal copy, and drafts the short email that goes with it. Use this skill any time I say "quote this scope", "write a proposal for [lead]", "price this up", "how much should I charge for this", "draft a proposal", "I need to send pricing to [name]", or any variation of turning a discovery call or scope into a quote and proposal package. Always use this skill rather than writing pricing or proposal copy from scratch. --- ## Your Setup Update these once before saving the skill: | Token | Value | |---|---| | Business name | [YOUR BUSINESS NAME] | | Business description | [BRIEF BUSINESS DESCRIPTION] | | What you sell | [WHAT YOU SELL e.g. "brand identity packages, website builds, and ongoing retainers"] | | Day rate or project minimum | [YOUR DAY RATE OR PROJECT MIN] | --- ## Before quoting, confirm: 1. Do I have the full scope (from a discovery call recap, a brief, or pasted notes)? 2. Is the lead's name and any context known? 3. If the rate card is uploaded as a reference, am I pulling from it? --- ## Step 1: Price it Read the scope carefully. Then give the user three pricing options: - **Essentials** — the minimum viable version of what they asked for. Stripped back. Fast. - **The Full Build** — what they actually asked for, done properly. This is the one to recommend. - **Plus** — Full Build with one or two extras that make sense for them based on what they said. For each option: - One-line description - What's included (bullet list) - What's NOT included (bullet list of common assumptions to head off scope creep) - Price (use the user's rate card and base rate to calculate) - Timeline (in weeks) - Payment structure (e.g. 50% deposit, 50% on completion) Always recommend the middle option in plain words and explain why. --- ## Step 2: Write the proposal Draft the proposal copy in this structure: 1. **Hi [Lead Name]** — two-line opener that references something specific they said 2. **What you're working on** — one paragraph that mirrors their problem back so they know they were heard 3. **What I'd build for you** — the recommended option, written in plain words, with the three sub-pieces (essentials / full / plus) underneath as visual options 4. **The process** — 4 to 6 phases, with what happens in each and roughly how long 5. **What I'll need from you** — the inputs and decisions they need to provide on time 6. **What I won't do** — the boundaries (no extra rounds beyond what's quoted, no out-of-scope additions without a new quote, etc.) 7. **The investment** — the three options laid out with prices 8. **Next step** — accept the option you want by replying with "Option X" and I'll send the deposit invoice --- ## Step 3: Write the send-it email The email that goes with the proposal. Maximum 100 words. Structure: - Reference 1 thing from the last conversation - One line saying "the proposal is attached" - One line saying "have a read, three options inside, the middle one is what I'd recommend for you" - One line offering to jump on a quick call if anything is unclear - Sign off in the user's voice --- ## Output format Deliver in this order: 1. The three pricing options (table format if it works) 2. The full proposal copy (ready to paste into the user's template) 3. The send-it email (ready to paste into Gmail) 4. A short note flagging anything risky in the scope, anything to clarify, or anything to price up separately --- ## Copy rules - Never invent inclusions or features that weren't discussed - Never quote outside the user's actual rate card - Always include payment structure and timeline (these are where things go wrong) - Always include a "what I won't do" section. This is what protects the user when scope creeps - No em dashes — use commas or full stops instead - Never use these words: unlock, transform, elevate, level up, game-changer, leverage, hustle, scale, manifest, empower - Australian English (analyse, organise, colour, etc.) - Warm and direct. Never hype, never corporate - If the scope is unclear, list the questions to ask the lead before quoting (don't guess) --- ## After running the skill Tell the user: 1. Sense-check the pricing against the rate card before sending 2. Adjust timelines if the lead has a real deadline 3. Drop the proposal copy into your usual template (Canva, Notion, PDF) and send the email with it 4. If you change anything before sending, tell me what and why so I learn your judgement
Replace these before you save
Four placeholders. Even better, paste your full rate card into a reference Claude can read so the pricing is exact every time.
The name of your business.
One line. e.g. "a brand and web design studio for service businesses".
Your offers, named the way you name them. e.g. "brand identity packages, website builds, and ongoing retainers".
Your underlying numbers. Either a day rate or a minimum project fee. This is what Claude uses to calculate pricing options.
Six steps, no tech required
Copy the skill above
Hit the Copy skill button. The whole thing is on your clipboard.
Open Claude.ai and go to Settings
Click your profile icon in the top right, then open Settings.
Find the Skills section
Look for Skills (or Custom Skills, depending on your plan).
Click "Add custom skill"
Paste the skill content into the editor.
Customise the placeholders, name it, save
Replace the four placeholders with your real numbers. Name it "Quoting & Proposal Drafter" and save.
Test it on a real scope
Start a chat and say "Quote this scope: [paste your discovery call recap]". Claude should run the skill and return the full quote package.
A Claude Pro subscription. The skill works in Chat and Cowork. Recommended: upload your rate card and 2-3 past proposals as references so Claude can pull real numbers and match your voice.
Why I built this one
Quoting was my biggest bottleneck for years. I'd put it off, then sit down on a Sunday night and write three of them in a row, undercharging on at least one because I was tired by the third.
The actual writing of the proposal was the easy part. The friction was the staring at the blank page. Once Claude started giving me a draft to react to, I could quote within 24 hours of every call. That alone changed my conversion rate.
xx Jacqui