document-templates

name	document-templates
description	Document template structures and data collection checklists for each document type (proposal, invoice, estimate, report, presentation, contract, NDA, certificate of completion). This skill should be used when determining what data to collect from the user, what fields are required or optional, or how to structure a specific document type.

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:

{ "type": "title", "title": "Main Title", "subtitle": "Subtitle", "date": "2026-03-17" }

Agenda slide:

{ "type": "agenda", "title": "Agenda", "items": ["Topic 1", "Topic 2", "Topic 3"] }

Content slide:

{ "type": "content", "title": "Slide Title", "bullets": ["Point 1", "Point 2"], "image": "path/to/img.png" }

Two-column slide:

{ "type": "two-column", "title": "Comparison", "leftColumn": ["Left 1", "Left 2"], "rightColumn": ["Right 1", "Right 2"] }

Chart slide:

{ "type": "chart", "title": "Revenue", "chartType": "bar", "chartData": [{"name": "Q1", "labels": ["Jan","Feb","Mar"], "values": [100,200,300]}] }

Summary slide:

{ "type": "summary", "title": "Summary", "keyPoints": ["Point 1"], "nextSteps": ["Step 1"] }

Contact slide:

{ "type": "contact", "name": "John Doe", "email": "[e-mail]", "phone": "[phone]" }

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

{
  "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

---

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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"
receivingParty.name	Second party name	"Acme Corporation"
receivingParty.representative	Signatory name	"Sarah Chen"

Optional Fields

Field	Description	Default
title	Document title	"Non-Disclosure Agreement"
number	NDA reference number	—
city	City of execution	—
ndaType	"mutual" or "unilateral"	"mutual"
jurisdiction	Governing law jurisdiction	"the State of Delaware"
termYears	NDA effective period	"two (2)"
survivalYears	Post-termination obligation period	"three (3)"
disclosingParty.address	Address	—
disclosingParty.title	Legal title	—
disclosingParty.reg	Registration number	—
receivingParty.address	Address	—
receivingParty.title	Legal title	—
receivingParty.reg	Registration number	—

Note: All 7 standard clauses (Confidential Info Definition, Obligations, Exclusions, Term, Return of Materials, Remedies, Governing Law) have professional defaults built in. Only override if the user requests specific wording.

---

Estimate / Quotation

Structure: Header -> Client block -> Summary stats -> Executive summary -> Scope (inclusions/exclusions/assumptions) -> Team -> Phase-based pricing -> Optional items -> Totals -> Timeline (Gantt) -> Payment schedule -> Validity -> Terms -> Acceptance/Signatures

Format: PDF. Always use detailed phase-based format.

Required Fields

Field	Description	Example
estimateNumber	Reference number	"EST-2026-019"
date	Estimate date	"April 7, 2026"
companyInfo.name	Your company	"Stackmakers Studio"
recipient.name	Client company	"Acme Corporation"
executiveSummary	2-4 sentence overview	"This estimate covers..."
scope.description	What the project is	"End-to-end redesign..."
scope.inclusions[]	What IS included	["Frontend dev", "Testing", ...]
scope.exclusions[]	What is NOT included	["Hosting", "Content", ...]
scope.assumptions[]	Conditions/prerequisites	["Client provides API docs by Week 1", ...]
team[]	Team members	See below
team[].role	Role name	"Senior Developer"
team[].rate	Hourly rate	175
phases[]	Project phases	See below
phases[].name	Phase name	"Phase 1: Discovery"
phases[].tasks[]	Tasks in phase	See below
phases[].tasks[].description	Task description	"Requirements gathering"
phases[].tasks[].role	Who does it	"Project Manager"
phases[].tasks[].hours	Estimated hours	16
phases[].tasks[].rate	Hourly rate	120
timeline	Project timeline	See below
timeline.totalDuration	Total duration	"14 weeks"
timeline.phases[]	Timeline phases	Start/end weeks + milestones

Optional Fields

Field	Description	Default
validDays	Validity period	30
recipient.contactPerson	Contact person name	—
team[].allocation	% allocation	—
phases[].color	Phase accent color	Auto-assigned
optionalItems[]	Add-on items (separate from total)	—
contingency.percent	Risk buffer %	—
contingency.label	Buffer description	"Risk contingency"
paymentSchedule[]	Payment milestones with %	—
terms[]	Terms & conditions	—
acceptance.enabled	Show signature block	true
discount	Discount amount	0
tax	Tax amount	0
notes	Additional notes	—

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Template File Locations

All templates are in <plugin_dir>/templates/:

File	Document Type
proposal_template.json	Proposals
invoice_template.json	Invoices
estimate_template.json	Estimates / Quotations
report_template.json	Reports
presentation_template.json	Presentations
contract_template.json	Contracts
nda_template.json	Non-Disclosure Agreements
act_template.json	Certificates of Completion (Acts)

Read the template file to get default structure and styling, then merge with user-provided data.