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quotation-generator

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Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking.

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Source SKILL.md: https://github.com/iPythoning/b2b-sdr-agent-template/blob/HEAD/skills/quotation-generator/SKILL.md

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Quotation Generator

Generate professional proforma invoices for B2B export deals.

Trigger

  • Customer requests quote/pricing
  • Owner instructs: "Send quote to [customer]"
  • Stage 5 of sales pipeline

Quote Content

Each proforma invoice includes:

  1. Company letterhead — logo, company name, address, contact info
  2. Customer info — company, contact person, country
  3. Product table — item, specs, quantity, unit price, total
  4. Terms — payment terms, delivery time, shipping method, Incoterms
  5. Validity — quote valid for 30 days (configurable)
  6. Notes — special conditions, certifications, warranty

Naming Convention

{{brand_code}}-YYYYMMDD-NNN (e.g., FY-20260324-001)

Multi-Language Support

Generate quotes in customer's language:

  • English (default)
  • French (West/Central Africa)
  • Arabic (Middle East/North Africa)
  • Spanish (Latin America)
  • Portuguese (Brazil, Mozambique)

Workflow

  1. AI drafts quote based on conversation context and product-kb
  2. Send draft to owner via WhatsApp for approval
  3. Owner approves → AI sends to customer
  4. Update CRM: status = quote_sent, attach quote reference

Post-Quote Tracking

  • Day 3: If no reply → Follow up asking for feedback
  • Day 7: If no reply → Second follow-up with value proposition
  • Day 14: If no reply → Final follow-up or move to nurture
  • Reply received → Update CRM, continue negotiation (Stage 6)

Product KB Integration

Reads from product-kb/catalog.json for:

  • Product specs, dimensions, weight
  • FOB/CIF pricing
  • MOQ (Minimum Order Quantity)
  • Lead time / production time
  • Available certifications