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Proposal and Quote Builder

Turn call notes, photos or an RFP into a branded, priced proposal or SOW.

Official Anthropicby AnthropicChecked October 18, 2026

From Anthropic's Small Business plugin, this skill converts whatever came out of a discovery conversation into a proposal on your own template. It prices from your history, flags risks to you privately and can route the document for signature.

Who it is for

  • Contractors
  • Agencies
  • Freelancers
  • Service businesses

Prompts to try

Once the skill is installed, ask for the result in plain words. Claude picks the skill up on its own.

Prompt 1
Write up a quote for the kitchen remodel from my site visit notes and photos
Prompt 2
Turn this call transcript into a statement of work
Prompt 3
Build a proposal for this RFP using our standard template

How to install it

In Claude Code

  1. /plugin marketplace add anthropics/knowledge-work-plugins
  2. /plugin install small-business@knowledge-work-plugins

In Claude.ai

Listed in Claude's plugin directory for Cowork: add the Small Business plugin from Customize > Plugins on a paid plan, and its skills also load in chat.

Good to know

Works from uploaded files alone and outputs DOCX and PDF.

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How we checked it

Confirmed SKILL.md at small-business/skills/proposal-builder/SKILL.md in anthropics/knowledge-work-plugins via the GitHub API; skill folder last changed 2026-09-15, repo has 29,992 stars and was pushed 2026-10-17; published in Anthropic's knowledge-work-plugins marketplace.

Source: github.com/anthropics/knowledge-work-plugins/tree/main/small-business/skills/proposal-builder