| name | quotation-generator |
| description | Use when a trade agent needs quotation drafts, price table, SKU quote, proforma offer, MOQ, payment terms, incoterm, packing information, validity, or buyer inquiry response pricing |
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
- Match each requested item by exact SKU.
- Select the correct tier price based on requested quantity.
- Verify product size, packing size, MOQ, unit price, currency, incoterm, payment terms, lead time, and validity.
- If the requested quantity is below MOQ, mark the quote as
blocked unless the user approves sample pricing.
- If CIF, DDP, or freight-included terms are requested without confirmed freight and insurance, mark freight fields as missing.
- Calculate line totals only from approved unit prices.
- Produce a draft quotation table and a buyer reply email draft.
- Save the approved draft data as JSON before file export.
- Run
python tools/render_quotation.py <quotation.json> --output-dir <folder> --formats html excel for HTML and Excel output.
- Add
pdf to --formats when PDF output is requested. Generate PDF from the reviewed HTML layout so the printable file matches the HTML source.
- For Excel output, create workbook sheets for
Quotation, Items, Terms, and Review Notes.
- Use export filenames in the pattern
quotation-<quotation_number>-<buyer>-draft.<ext>.
- Set
human_review_required to true for every HTML, PDF, and Excel export until the user explicitly approves sending.
- 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 |
