Quotation Generator

😫 The Pain Point

Every customer request needs a professional quotation PDF. You have product data in Excel but creating formatted quotes manually takes 30 minutes each.

🚀 Agentic Solution

A Template-Based Quotation Generator that produces professional PDFs from data.

Key Features:

• Template System: Reusable quote layout.
• Auto-Calculation: Sum totals, apply discounts.
• Batch Generation: Create multiple quotes from Excel.

⚔️ Phase 1: Commander (Quick Fix)

For a single quote.

Prompt:

“I have product data for a quote. Write a Python script using reportlab to:

1. Header: Company logo, name, address, quote number/date.
2. Table: Product name, quantity, unit price, total.
3. Footer: Subtotal, VAT (10%), Grand Total.
4. Output: Save as Quote_001.pdf.

Accept data as JSON or from Excel. Print confirmation.”

Result: Professional quotation ready to send.

🏗️ Phase 2: Architect (Permanent Tool)

Engineering Prompt:

**Role:** Python Tool Developer
**Task:** Create a "Quotation PDF Generator".

**Requirements:**
1.  **GUI:**
    *   Customer info inputs.
    *   Product table (add/remove rows).
    *   Template settings (logo, colors).
    *   Preview before save.
    *   Batch mode from Excel.

2.  **Logic:**
    *   Use reportlab for PDF generation.
    *   Template with placeholders.
    *   Auto-numbering system.
    *   Calculate taxes.

3.  **Deliverables:**
    *   `quote_gen.py`
    *   `run.bat`, `run.sh`
    *   `requirements.txt`

🧠 Prompt Decoding

• reportlab: Python’s de facto standard for programmatic PDF creation.

🛠️ Instructions

1. Install: pip install reportlab
2. Copy Prompt → Customize template → Run.