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Quote-to-Close Tracking

100 / 100 · Low risk

Fine to try.

By WYRE-AI/msp-claude-plugins (GitHub) · coding · 52 stars · scanned at commit 5cc6c90

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.

Works with any agent that supports SKILL.md skills.

What this skill can do

We found nothing in the files we read that matches our rules. That does not prove the skill is safe: see the limits of static scanning.

Install

Paste this into your terminal. It downloads exactly the version we scanned, not whatever is newest.

if [ -e ~/.agents/skills/'quote-to-close-tracking' ] || [ -L ~/.agents/skills/'quote-to-close-tracking' ]; then echo 'A skill folder named quote-to-close-tracking already exists — not replacing it' >&2; false; else d=$(mktemp -d) && git clone --quiet --filter=blob:none --no-checkout 'https://github.com/WYRE-AI/msp-claude-plugins' "$d" && git -C "$d" checkout --quiet '5cc6c90e75f7328fc0670c72f7b63d88523bb414' -- 'msp-claude-plugins/sales-pack/skills/quote-to-close-tracking' && mkdir -p ~/.agents/skills && cp -R "$d"/'msp-claude-plugins/sales-pack/skills/quote-to-close-tracking' ~/.agents/skills/'quote-to-close-tracking' && rm -rf "$d"; fi

Codex reads ~/.agents/skills directly. For Claude Code, Cursor, Copilot, Gemini CLI, Antigravity or OpenCode, also link it. For Claude Code: ln -s ~/.agents/skills/'quote-to-close-tracking' ~/.claude/skills/'quote-to-close-tracking' (other agents: ~/.cursor/skills, ~/.copilot/skills, ~/.gemini/skills, ~/.gemini/config/skills, ~/.config/opencode/skills). Or install through the finder skill, which does both.

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