Quotation generator

Quotation Generator

Overview

Generate quotation drafts from approved product and pricing data. The core rule is that missing commercial data blocks a formal quote and creates a review note.

When to Use

Use this skill when the user asks for a quotation, price offer, PI draft, inquiry reply with pricing, SKU comparison table, quote-ready product summary, HTML quotation, PDF quotation, or Excel quotation sheet.

Do not use it to invent freight, insurance, certifications, unit price, or delivery terms.

Inputs

• Product context from product-loader
• Pricing rules from PRICING.yaml
• Buyer name and country
• Requested SKU and quantity
• Requested incoterm and destination, if provided
• tools/render_quotation.py when file exports are requested

Outputs

{
  "quotation_status": "draft|blocked",
  "quotation_number": "",
  "buyer": "",
  "items": [],
  "terms": {},
  "total_amount": 0,
  "export_outputs": {
    "html": {
      "enabled": false,
      "filename": "",
      "template": "skills/quotation-generator/templates/quotation.html"
    },
    "pdf": {
      "enabled": false,
      "filename": "",
      "source": "html"
    },
    "excel": {
      "enabled": false,
      "filename": "",
      "sheets": []
    }
  },
  "human_review_required": true,
  "missing_fields": [],
  "review_notes": []
}

Procedure

1. Match each requested item by exact SKU.
2. Select the correct tier price based on requested quantity.
3. Verify product size, packing size, MOQ, unit price, currency, incoterm, payment terms, lead time, and validity.
4. If the requested quantity is below MOQ, mark the quote as blocked unless the user approves sample pricing.
5. If CIF, DDP, or freight-included terms are requested without confirmed freight and insurance, mark freight fields as missing.
6. Calculate line totals only from approved unit prices.
7. Produce a draft quotation table and a buyer reply email draft.
8. Save the approved draft data as JSON before file export.
9. Run python tools/render_quotation.py <quotation.json> --output-dir <folder> --formats html excel for HTML and Excel output.
10. Add pdf to --formats when PDF output is requested. Generate PDF from the reviewed HTML layout so the printable file matches the HTML source.
11. For Excel output, create workbook sheets for Quotation, Items, Terms, and Review Notes.
12. Use export filenames in the pattern quotation-<quotation_number>-<buyer>-draft.<ext>.
13. Set human_review_required to true for every HTML, PDF, and Excel export until the user explicitly approves sending.
14. Add a clear human-review note before any commercial document is sent.

Verification

• Every quoted SKU exists in product data.
• Unit prices come from pricing rules or explicit user approval.
• Quantity below MOQ is flagged.
• CIF/DDP terms are blocked without freight data.
• Draft status is used until a human approves the offer.
• export_outputs lists HTML, PDF, and Excel status when any export is requested.
• HTML, PDF, and Excel exports keep the draft status and human review requirement.
• PDF exports are generated from the HTML layout, not from a separate unverified structure.
• Excel exports include item rows, terms, totals, missing fields, and review notes.

Common Mistakes

Mistake	Fix
Estimating freight to complete CIF	Block or ask for freight confirmation
Quoting a similar SKU	Require exact SKU match
Ignoring MOQ	Flag quantity and request approval
Treating draft as official PI	Label it as draft until reviewed