Quote-to-Close Tracking
From the author
The quote-to-close handoff chain — a Pax8/Sherweb/Kaseya Quote Manager quote or SalesBuildr proposal, through a PandaDoc document's sent/viewed/signed status, to a closed-won CRM deal — and the four distinct stall points along it (quote built with no proposal document, proposal sent but not opened, viewed but not signed, signed but the CRM deal never marked closed-won), including cross-system record matching and what to report when only part of the chain is connected.
Install
npx skills add WYRE-AI/msp-claude-plugins --skill 'Quote-to-Close Tracking' -a claude-code
Installs to .claude/skills/Quote-to-Close-Tracking/ · Each command fetches the skill straight from GitHub with the open skills CLI.
Byte-identical to the scanned commit, with the repository’s licence and a SOURCE.txt.
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Why 82
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Similar skills
Closest to this one by what they do and when they are used.
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- handoffsickn33/agentic-awesome-skillsCompact the current conversation into a handoff document for another agent to pick up.Other★ 48.7K
- closed-lost-revivalcognyai/claude-code-marketing-skillsRe-read every lost deal in your CRM (HubSpot, Pipedrive or Upsales; Salesforce via the CRM layer) with its calls, meetings and notes, replace "not interested" with the real reason plus a reopen condition, then watch for those conditions — a shipped feature, a renewal date, a champion moving, the account coming back to your site — and draft a personal note that quotes the original conversationProductivity★ 111
- comment-to-crm-piperlegioncodeinc/vibe-coding-toolsPipe new comment-keyword leads into a CRM. Use for daily deduplication, tagging, and handoff drafts. Read README.md for the guide map.Other★ 94
- pipeline-updateindranilbanerjee/digital-marketing-proUpdate CRM pipeline deals with forecast impact, behind a typed approval gate. "move this deal to negotiation"Other★ 913
- deal-closetonone-ai/tononeClose a specific deal — diagnose why a deal is stalling, answer an objection reply, write a tailored proposal, design the closing sequence, or navigate procurement. Use when a specific deal is stuck, "how do I close this", "write a proposal for this customer", "help me get to yes", or "how do I answer this objection".Design★ 76
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