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Proposals, quotes and contracts: a Claude skill

Claude fills your Google Docs proposal, quote or contract template from a deal in Airtable, Google Sheets or a CSV export from your CRM, and delivers the Doc, with a PDF if you want one, to Google Drive.

Download SKILL.md Claude skill

What Claude does with it

  • Reads your deal columns and the placeholders in your Google Docs template
  • Checks each placeholder against your columns and tells you what to type for the pricing table loop
  • Asks whether you need a PDF per deal (one run each) or a batch of Google Docs, and sets the Drive folder
  • Generates one deal for you to check, then the rest, and returns the links

Claude configures; it cannot edit the Google Slides or Google Docs template file itself. Placeholders and layout stay yours.

Install in Claude Code

  1. Connect SourceToDocs

    In Claude Code, run the command below, then authenticate under /mcp.

    claude mcp add --transport http sourcetodocs https://app.sourcetodocs.com/api/mcp

  2. Add the skill

    Save the skill file as .claude/skills/sales-documents/SKILL.md in your project, or as ~/.claude/skills/sales-documents/SKILL.md to have it in every Claude Code project.

  3. Ask for the document

    Start a new Claude Code session and describe what you want, or paste the prompt from one of the recipes below. The skill has Claude preview the run and ask before it starts one. Each generated file counts against your plan, so check the first file before you run the rest.

Using another client? Setup for each one is on the MCP server page.

Recipes that use this skill