Claude Code
Codex
Cursor
GitHub Copilot
Gemini CLIAbout this skill
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.
Quick start
- Copy the install prompt. Use the green button above this README.
- Send it to your agent. Paste it into your coding agent’s chat and send.
- Review the setup. Your agent checks the skill’s instructions, requirements, and installation scope.
Review, license & listing details
This is an imported listing. We haven’t certified its safety, license, or compatibility. Skills may include executable scripts.
Only SKILL.md was scanned. Supporting files and scripts were not checked. No safety grade has been assigned.
0 potential findings · Scanned 11/4/2026 · Scanner 0.2.1
Content SHA-256: 02b50691345e383766eeaf9f0ba7e3928982241ff01253da55708710a83a69c7
About this listing
- Category
- Developer tools
- Reported license
- Apache-2.0
- Listing language (estimated)
- English
- Review status
- Not individually reviewed
- Agent compatibility
- Atlas installation supports Claude Code, Codex, and Cursor. Skill-specific dependencies and features are checked during setup.