Toolbelt Bots

← All recipes · Sales

Quote draft from your price book

Send job notes and photos; get back a line-item quote draft priced only from your own price book, with anything missing listed separately instead of guessed.

You'll need
  • Google Sheets and Google Drive connected
  • A Price book sheet with: Item, Description, Unit, Price
Time saved, honestlyIt replaces building the first draft line by line. You still check every line and the final number. We have not measured the time saved.

Steps

  1. Build the price bookPut your standard items and prices in one sheet. Keep it current; the Bot uses only what is there.
  2. Send a jobPaste the prompt below with your notes and attach photos (the desktop composer takes several attachments at a time).
  3. Save it as a skillWhen the result looks right, ask: "Save the process we just used as a skill called Quote draft." Next time, ask the Bot to use the Quote draft skill.

Paste this into the Bot's chat

Draft a quote for this job. Notes: [JOB NOTES]. Photos are attached.
Use only prices from my Google Sheet "Price book" ([SHEET LINK]). If something is needed that is not in the price book, list it under "Needs a price" instead of guessing.
Show line items, quantities, unit prices, subtotal, and tax at [TAX RATE]%.
Return it as a document I can edit. Do not send it to anyone.

Limits

  • It does not know local code, permit or load-calculation requirements.
  • Photos may not show model numbers or the whole system; it can only quote what it can see and what you tell it.

Safety notes

  • Never let it send quotes directly. Review, then send from your own system.
  • Ask for facts, assumptions and open questions to be listed separately, as the docs suggest for consequential work.

Official docs

Status: written from the docs above on October 26, 2026. Not yet field-tested in a live shop; the last-tested date will appear here. Grok Bot changes often, so if a screen or button doesn't match, check what changed.