document-templates

# Document Templates Reference for document structures, required fields, and content guidelines for each document type. ## Proposal **Structure:** Cover -> Executive Summary -> Problem -> Solution -> Scope -> Timeline -> Pricing -> Terms -> About Us -> Contact ### Required Fields | Field | Description | Example | |-------|------------|---------| | title | Proposal title | "Cloud Migration Proposal" | | recipient | Client name/company | "Acme Corporation" | | author | Your name/company | "TechCo Solutions" | | date | Proposal date | "2026-03-17" | | sections.executive_summary | Brief overview | 2-3 paragraphs | | sections.problem_statement | Client's challenge | What problem are we solving? | | sections.proposed_solution | Your solution | How do we solve it? | | sections.timeline | Milestones with dates | Phase 1: Week 1-2, Phase 2: Week 3-4 | | sections.pricing | Cost breakdown | Table with items and costs | ### Optional Fields | Field | Description | |-------|------------| | subtitle | Secondary title | | companyName | For footer branding | | branding.primaryColor | Hex color | | branding.logoPath | Path to logo file | | sections.approach | Methodology description | | sections.terms | Terms and conditions | | sections.about_us | Company background | --- ## Invoice **Structure:** Header (logo, company) -> Client Info -> Line Items Table -> Subtotal/Tax/Total -> Payment Details -> Notes ### Required Fields | Field | Description | Example | |-------|------------|---------| | invoiceNumber | Unique identifier | "INV-2026-001" | | date | Invoice date | "2026-03-17" | | dueDate | Payment due date | "2026-04-17" | | companyInfo.name | Your company name | "TechCo Solutions" | | companyInfo.address | Your address | "123 Main St, City" | | recipient.name | Client name | "Acme Corporation" | | items[] | Line items array | See below | | items[].description | Item description | "Web Development" | | items[].quantity | Quantity | 10 | | items[].unitPrice | Price per unit | 150 | ### Optional Fields | Field | Description | |-------|------------| | companyInfo.email | Company email | | companyInfo.phone | Company phone | | companyInfo.logo | Logo URL or path | | recipient.address | Client address | | recipient.email | Client email | | tax | Tax amount | | discount | Discount amount | | paymentDetails.bank | Bank name | | paymentDetails.iban | IBAN number | | paymentDetails.swift | SWIFT code | | notes | Additional notes | | currencySymbol | Currency symbol (default: $) | ### Line Item Calculation ``` item.total = item.quantity * item.unitPrice subtotal = sum of all item.total total = subtotal + tax - discount ``` --- ## Report **Structure:** Cover -> TOC -> Introduction -> Background -> Methodology -> Findings -> Analysis -> Conclusions -> Recommendations -> Appendices -> References ### Required Fields | Field | Description | Example | |-------|------------|---------| | title | Report title | "Q1 2026 Performance Analysis" | | author | Author name | "Data Analytics Team" | | date | Report date | "2026-03-17" | | sections.introduction | Context and purpose | Why was this report created? | | sections.findings | Key findings | Data and observations | | sections.conclusions | Summary conclusions | What does the data tell us? | ### Optional Fields | Field | Description | |-------|------------| | subtitle | Secondary title | | sections.background | Background context | | sections.methodology | How data was collected | | sections.analysis | Detailed analysis | | sections.recommendations | Action items | | sections.appendices | Supporting materials | | sections.references | Sources cited | | headerText | Custom header text | --- ## Presentation **Structure:** Title Slide -> Agenda -> Content Slides -> Summary -> Contact ### Required Fields | Field | Description | Example | |-------|------------|---------| | title | Presentation title | "Product Launch Strategy" | | slides[] | Array of slide objects | See slide types below | ### Slide Types **Title slide:** ```json { "type": "title", "title": "Main Title", "subtitle": "Subtitle", "date": "2026-03-17" } ``` **Agenda slide:** ```json { "type": "agenda", "title": "Agenda", "items": ["Topic 1", "Topic 2", "Topic 3"] } ``` **Content slide:** ```json { "type": "content", "title": "Slide Title", "bullets": ["Point 1", "Point 2"], "image": "path/to/img.png" } ``` **Two-column slide:** ```json { "type": "two-column", "title": "Comparison", "leftColumn": ["Left 1", "Left 2"], "rightColumn": ["Right 1", "Right 2"] } ``` **Chart slide:** ```json { "type": "chart", "title": "Revenue", "chartType": "bar", "chartData": [{"name": "Q1", "labels": ["Jan","Feb","Mar"], "values": [100,200,300]}] } ``` **Summary slide:** ```json { "type": "summary", "title": "Summary", "keyPoints": ["Point 1"], "nextSteps": ["Step 1"] } ``` **Contact slide:** ```json { "type": "contact", "name": "John Doe", "email": "john@example.com", "phone": "+1-555-0123" } ``` ### Optional Fields | Field | Description | |-------|------------| | author | Presenter name | | subtitle | Presentation subtitle | | branding.primaryColor | Theme color | | branding.secondaryColor | Accent color | | branding.fontFamily | Font family | --- ## Contract **Structure:** Header -> Parties -> Clauses (numbered) -> Signature Blocks ### Required Fields | Field | Description | Example | |-------|------------|---------| | title | Contract title | "Service Agreement" | | date | Agreement date | "2026-03-17" | | parties.party1.name | First party name | "TechCo Solutions LLC" | | parties.party2.name | Second party name | "Acme Corporation" | | clauses[] | Array of clauses | See below | ### Standard Clauses | ID | Title | Required | |----|-------|----------| | definitions | Definitions | Yes | | scope | Scope of Services | Yes | | deliverables | Deliverables | No | | payment | Payment Terms | Yes | | duration | Duration and Termination | Yes | | confidentiality | Confidentiality | Yes | | ip | Intellectual Property | No | | liability | Limitation of Liability | No | | force_majeure | Force Majeure | No | | governing_law | Governing Law | Yes | | dispute_resolution | Dispute Resolution | No | | general | General Provisions | No | ### Clause Format ```json { "id": "scope", "title": "Scope of Services", "content": "Paragraph 1 describing the scope.\n\nParagraph 2 with additional details." } ``` Each paragraph within `content` (separated by `\n\n`) gets auto-numbered as sub-clauses (e.g., 2.1, 2.2). ### Optional Fields | Field | Description | |-------|------------| | contractNumber | Reference number | | parties.*.address | Party address | | parties.*.registrationNumber | Registration/tax ID | | parties.*.label | Custom party label | --- ## Certificate of Completion (Act) **Structure:** Header (title, number, date, city) → Intro paragraph → Services table → Totals → Confirmation → Signature blocks **Format:** PDF (default). Supports any language for all data values (company names, service descriptions, labels). ### Required Fields | Field | Description | Example | |-------|------------|---------| | contractor.name | Contractor (service provider) | "Acme Consulting LLC" | | contractor.representative | Signatory name | "John Smith" | | customer.name | Customer (client) | "Global Corp Inc." | | customer.representative | Signatory name | "Jane Doe" | | services[] | Array of service rows | See below | | services[].description | Service or work description | "Web development" | | services[].quantity | Quantity | 40 | | services[].unitPrice | Price per unit | 1500 | | date | Document date | "March 19, 2026" | ### Optional Fields | Field | Description | |-------|------------| | actNumber | Act reference number (e.g., "ACT-001") | | city | City name (e.g., "Kyiv") | | contractRef | Reference to contract (e.g., "Contract No. 001 dated 01.01.2026") | | services[].unit | Unit of measure (hrs/pcs/service) | | services[].total | Row total (auto-calculated if omitted: qty × unitPrice) | | vatRate | VAT rate in percent (0 if not VAT payer) | | totalAmount | Document total (auto-calculated if omitted) | | currencySymbol | Currency symbol (default: $) | | contractor.title | Legal role (e.g., "Director", "CEO") | | contractor.reg | Registration number (company ID / tax ID) | | customer.title | Legal role (e.g., "Director", "CEO") | | customer.reg | Registration number (company ID / tax ID) | | notes | Additional notes | ### Calculation ``` services[].total = services[].quantity × services[].unitPrice totalAmount = sum of all services[].total vatAmount = totalAmount × (vatRate / 100) grandTotal = totalAmount + vatAmount ``` --- --- ## NDA (Non-Disclosure Agreement) **Structure:** Header (title, NDA number, date, city) -> Recital (WHEREAS + NOW THEREFORE) -> Clauses -> Witness clause -> Signature blocks **Format:** PDF. Supports mutual (both parties bound) or unilateral (one-way) NDA. ### Required Fields | Field | Description | Example | |-------|------------|---------| | date | Agreement date | "April 7, 2026" | | disclosingParty.name | First party name | "TechCo Solutions LLC" | | disclosingParty.representative | Signatory name | "Alex Morgan" |