quotation-generator

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

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