freight-quote

name

freight-quote

description

Generate a professional branded freight quote PDF for any load. Use this skill whenever someone asks for a freight quote, rate quote, shipping quote, or any quote to send to a customer or shipper — even if they just paste an email or say "quote this load." Also trigger on: "make a quote for", "send a quote to", "put together a quote", "need a PDF quote", "create a quote for [customer/load]", "quote this", or when load details are pasted with a dollar amount. This skill reads your brokerage config and produces a ready-to-send branded PDF every time. Never attempt to build the PDF from scratch without reading this skill first.

Freight Quote — PDF Generator

Produces a professional, branded freight quote PDF from any load input. Reads broker info from config.json — one setup, every quote branded automatically.

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Step 1 — Load Config

Before generating, read the broker's config.json to get branding and contact info. Look for it in the skill folder. If it doesn't exist, ask the user to set it up by copying config.example.json → config.json and filling in their details.

Required fields from config:

• broker_company, broker_mc, broker_address
• broker_email, broker_phone_office, broker_phone_mobile, broker_contact_name
• brand_color_navy, brand_color_gold
• quote_prefix, default_valid_days

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Step 2 — Extract Quote Data

Pull the following from the conversation. Ask only for fields that are missing and genuinely needed to produce a useful quote:

Field	Required	Notes
Customer / Quoted To	Yes	Company name + contact name
Seller / Requested By	If applicable	Name, company, email, phone
Origin	Yes	City, State ZIP
Destination	Yes	City, State ZIP
Commodity	Yes	What is being shipped
Weight	Yes	In lbs
Dimensions	Yes	L x W x H
Service Type	Yes	Flatbed, Conestoga LTL, Heavy Haul, Reefer, Van, etc.
Quoted Rate	Yes	Dollar amount
Estimated Miles	Optional	Estimate if not given
Est. Transit	Optional	e.g. 3–5 Business Days
Equipment	Optional	Specific trailer type
Permit Class	Optional	Standard / Overweight / Over-Dimensional
Extra line items	Optional	Permits, escorts, etc.
Extra terms	Optional	Anything beyond the 8 standard terms

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Step 3 — Build JSON and Run Generator

Once you have all required fields, run the bundled script:

python skills/freight-quote/scripts/generate_quote.py '<JSON>' '<CONFIG_PATH>'

Pass the config file path as the second argument. The script outputs the PDF file path on success.

JSON Payload Structure

{
  "quote_num": "FMQ-2026-0407",
  "valid_days": 14,
  "quoted_to": {
    "company": "Customer Company Name",
    "contact": "Contact Name",
    "address": "123 Street, City, ST 00000",
    "phone": "555-000-0000",
    "seller_name": "Seller Name, Title",
    "seller_company": "Seller Company",
    "seller_email": "[e-mail]",
    "seller_phone": "555-000-0001"
  },
  "shipment": {
    "origin": "City, ST ZIP",
    "destination": "City, ST ZIP",
    "est_miles": "~1,200 miles",
    "service_type": "Conestoga LTL",
    "commodity": "Industrial Machinery",
    "equipment": "Conestoga Trailer",
    "weight": "13,000 lbs",
    "permit_class": "Standard",
    "dimensions": "15' L x 4' W x 7' H",
    "est_transit": "3–5 Business Days"
  },
  "line_items": [
    {"description": "Freight Transportation", "notes": "Origin to Destination | ~1,200 miles", "amount": "Included"},
    {"description": "Fuel Surcharge",          "notes": "Included in flat rate",               "amount": "Included"},
    {"description": "Accessorial Charges",     "notes": "None anticipated (see notes)",        "amount": "—"}
  ],
  "total_label": "TOTAL FLAT RATE",
  "total_note": "All-inclusive | No hidden fees",
  "total_amount": "$1,850.00",
  "extra_terms": []
}

extra_terms is optional — add strings to append after the 8 standard terms.

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Step 4 — Present the File

After the script runs, call present_files with the output path. Give a brief summary: lane, service type, quoted amount, valid through date.

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Output Filename Convention

FreightQuote_[CustomerSlug]_[ServiceSlug].pdf

e.g. FreightQuote_AcmeCorp_Flatbed.pdf

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The 8 Standard Terms (auto-included — do not remove)

1. Payment due in full prior to scheduling pickup.
2. Quote valid for N days (date range shown).
3. Rate applies to service type noted — no inside delivery, liftgate, or residential surcharges unless specified.
4. Shipper responsible for blocking, bracing, and securing freight.
5. Dimensional/weight discrepancies may result in rate adjustment.
6. Detention, driver-assist, re-consignment billed separately if incurred.
7. Broker operates as licensed freight broker — carrier selection at discretion.
8. Cargo Insurance: Carrier carries minimum $100,000. Shipper must disclose value above $100K and obtain shipper's interest insurance policy.