什么是 报价与发票工作台？

Quote & Invoice Workbench 是 Openclaw Skills 生态系统中的专用实用程序，可简化从项目谈判到正式文档的过渡。它作为自由职业者和机构的桥梁，获取原始服务范围和费率卡，以生成精美的、可供审计的财务产物。通过使假设明确化，它帮助开发人员和服务提供商通过结构化数据处理减少范围蔓延和付款纠纷。

此技能利用本地 Python 脚本和可自定义的价目表资源，确保每次计算都是透明且可重复的。无论您是在起草工作说明书 (SOW) 还是准备最终发票，该工作台都能确保精确计算税费、折扣和里程碑，在所有面向客户的文档中保持专业标准。

下载入口:https://github.com/openclaw/skills/tree/main/skills/52yuanchangxing/quote-invoice-workbench

安装与下载

1. ClawHub CLI

从源直接安装技能的最快方式。

2. 手动安装

将技能文件夹复制到以下位置之一

优先级：工作区 > 本地 > 内置

3. 提示词安装

将此提示词复制到 OpenClaw 即可自动安装。

报价与发票工作台 应用场景

• 将对话式的项目备注转换为正式的报价表。
• 为基于里程碑的服务协议生成发票草稿。
• 创建详细的 SOW 行项目，并包含明确的排除项以防止范围蔓延。
• 使用集中化的价目表资源在团队中标准化服务定价。
• 根据不同的税收或折扣方案模拟项目成本。

1. 分析提供的服务范围并提取关键交付成果和时间表。
2. 参考绑定的价目表或用户定义的费率卡，为行项目分配成本。
3. 计算小计，应用任何必要的税费、折扣或预付款要求。
4. 为正式报价单和初始发票分别生成结构化的草稿。
5. 汇编一份明确的假设和排除项清单，以供展示给客户。

报价与发票工作台 配置指南

要使用此技能，请确保您的系统上安装了 python3。该技能依赖于本地执行，以保证数据隐私和透明度。

# Verify your Python installation
python3 --version

# The skill utilizes the following internal file structure:
# scripts/quote_calculator.py - The logic engine
# resources/pricebook.csv - The default pricing reference

报价与发票工作台 数据架构与分类体系

Quote & Invoice Workbench 将财务数据组织成清晰的分类，以确保 Openclaw Skills 工作流的一致性：

name: quote-invoice-workbench
description: Turn messy service pricing notes into professional quotes, SOW line items,
  and invoice drafts with assumptions clearly surfaced.
version: 1.1.0
metadata:
  openclaw:
    requires:
      bins:
      - python3
    emoji: ??

Quote & Invoice Workbench

Purpose

Turn messy service pricing notes into professional quotes, SOW line items, and invoice drafts with assumptions clearly surfaced.

Trigger phrases

• 报价单
• invoice draft
• 做服务报价
• 估算项目费用
• scope and quote

Ask for these inputs

• service scope
• rate card or budget
• timeline
• payment terms
• optional taxes/discounts

Workflow

1. Break the scope into clear line items and assumptions.
2. Use the bundled pricebook as a starting point or adapt to the user's rates.
3. Calculate subtotal, taxes, discounts, deposit, and milestones.
4. Generate quote and invoice drafts separately.
5. Make all assumptions explicit to reduce disputes.

Output contract

• quote table
• invoice draft
• assumptions list
• scope exclusions

Files in this skill

• Script: {baseDir}/scripts/quote_calculator.py
• Resource: {baseDir}/resources/pricebook.csv

Operating rules

• Be concrete and action-oriented.
• Prefer preview / draft / simulation mode before destructive changes.
• If information is missing, ask only for the minimum needed to proceed.
• Never fabricate metrics, legal certainty, receipts, credentials, or evidence.
• Keep assumptions explicit.

Suggested prompts

• 报价单
• invoice draft
• 做服务报价

Use of script and resources

Use the bundled script when it helps the user produce a structured file, manifest, CSV, or first-pass draft. Use the resource file as the default schema, checklist, or preset when the user does not provide one.

Boundaries

• This skill supports planning, structuring, and first-pass artifacts.
• It should not claim that files were modified, messages were sent, or legal/financial decisions were finalized unless the user actually performed those actions.

Compatibility notes

• Directory-based AgentSkills/OpenClaw skill.
• Runtime dependency declared through metadata.openclaw.requires.
• Helper script is local and auditable: scripts/quote_calculator.py.
• Bundled resource is local and referenced by the instructions: resources/pricebook.csv.