Quote & Estimate Builder: Exact Totals with Tax, Discounts & Deposit (AI Agent Skill)

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Turn a job description and your prices into a clean quote, with the math done by a script rather than guessed.

WHAT IT DOES

Line items with quantity, unit, unit price, taxable flag and optional per-line discount
Order discount (percent or fixed amount), one sales-tax rate, optional taxable shipping
Deposit percentage with balance due, plus quote date and valid-until date
Exact totals from a Decimal calculator (rounded half-up to the cent)
Outputs quote.md, a printable quote.html (save as PDF from your browser), quote.csv and quote.json
Adds only the terms you approve, from an optional terms library

WHAT'S IN THE DOWNLOAD

SKILL.md, the calculator script, an input template, a terms library, a worked painting-job example and 10 automated tests.

LIMITS

Uses the prices and tax rate you give it. It doesn't look up tax rates or suggest what to charge. One tax rate and one currency per quote.

REQUIREMENTS

An AI agent that supports Agent Skills and can run local commands (your own account with that tool). Uses the open Agent Skills format supported by Claude Code, Cursor, Codex and others.
Python 3.8 or newer for the script. Standard library only, makes no network calls.

DRAFTS, NOT AUTOPILOT

This skill prepares drafts and reports for you to review. It never sends email, posts replies or contacts anyone. It works on what you paste or export; it doesn't connect to your email, accounting or review sites.

AI-ASSISTED

Built with AI assistance. This skill's script passes the automated tests listed above on Python 3.8 and 3.13. Your own AI agent writes the drafts, so read every draft before it reaches a customer.