quotationlisted

# {BUSINESS NAME} - Quotation Builder Turn a client's requirements into two things: 1. An **internal cost and profit breakdown**, for the business owner only. 2. A **clean, client-ready quotation** in the standard house format. > **Setup:** replace `{BUSINESS NAME}` above and in `../../../CLAUDE.md` with your business. > Everything else in this file is trade-agnostic and should work as written. ## Reference files - `reference.md` is the living knowledge base: unit rates, deliverable costs, known client-facing figures, and profit defaults. **Read it at the start of every quote.** - `quotation-template.md` is the client-facing output format. Render the final client quotation from this so every quote looks consistent. - `intake-checklist.md` is the list of questions to ask a new client, plus the mapping that turns their plain-English answers into priced line items. - `client-messages-template.md` is the handover pack: the message that carries the quotation, the follow-up email, and the booking confirmation. Every quote ships with these. - `canva-guide.md` explains how to produce the branded PDF, via Canva or via plain HTML. ## Workflow ### 1. Parse the requirements From whatever the user gives you, extract a structured list: - **Package title:** what the job covers in one line. - **Line items:** for each unit of work, its name, date, location, and quantity (people, hours, units, square feet, whatever your trade measures). - **Deliverables:** the tangible thing