b2b-doc-generation

name	b2b-doc-generation
description	商务文档生成 — 一键生成报价单/PI/合同/PPT（DOCX/XLSX/PPTX）
triggers	["生成文档","创建文档","制作文档","生成PPT","做一份报价","做一份合同","生成报价单","生成合同","生成提案","gen doc"]
category	文档管理
version	1.0.0
author	Foreign Trade Assistant

-------|----------|----------|--------| | "注意到贵公司主营不锈钢板出口" | b2b-osint | 官网产品页 targetco.com/products | ✅ 高 | | "贵公司近年拓展了南美市场" | web_search | news.example.com/article | ⚠️ 间接 | | "如能与贵司深度合作" | - | AI 通用话术 | - |

可信度定义: ✅ 高 = 直接来自官网/LinkedIn/公开数据/客户提供的文件 ⚠️ 中 = 间接来源（行业报告/第三方描述/推测） ❌ 推测 = AI 基于上下文的合理推测，需人工核实 - 无标注 = AI 通用话术，不涉及客户具体信息

Parties: Seller and Buyer legal names, addresses
Whereas: Background recitals
Article 1: Definitions
Article 2: Scope of Supply
Article 3: Pricing and Payment
Article 4: Delivery (Incoterms, lead time, shipping)
Article 5: Quality and Inspection
Article 6: Warranty
Article 7: Intellectual Property
Article 8: Confidentiality
Article 9: Force Majeure
Article 10: Termination
Article 11: Dispute Resolution
Article 12: Governing Law
Signature blocks
Annexes (if any)

Phase 4: Populate with Data

Insert data with source citations:

# XLSX cell with citation
cell.value = f"{price} USD/unit"
cell.comment = "📄 price-list-2025.pdf | Page: 3 | Row: 45-52"

Phase 5: Verify Before Delivery

# Re-read the generated document to verify
from openpyxl import load_workbook
wb_verify = load_workbook("output/quotation.xlsx")
ws_verify = wb_verify.active
print(f"Total rows: {ws_verify.max_row}")
print(f"Header: {ws_verify['A1'].value}")
# Confirm no empty critical cells in pricing columns

# Verify PPTX
from pptx import Presentation
prs_verify = Presentation("output/proposal.pptx")
print(f"Total slides: {len(prs_verify.slides)}")
for i, slide in enumerate(prs_verify.slides, 1):
    title = slide.shapes.title.text if slide.shapes.title else "(no title)"
    print(f"Slide {i}: {title}")

Phase 6: Save and Report

Save to the appropriate location:

• Quotations: ~/.trade/companies/{slug}/clients/{client}/quotes/
• Proposals: ~/.trade/companies/{slug}/clients/{client}/proposals/
• Contracts: ~/.trade/companies/{slug}/clients/{client}/contracts/

Report to user:

✅ Quotation generated: {filename}
📄 Sources cited: 3 files
   - price-list-2025.pdf (Sheet: 1, Row: 45-52)
   - product-specs.xlsx (Sheet: MOQ, Row: 1-10)
   - client-history.docx (Paragraph: pricing terms)

Incoterms Reference

Term	Meaning	Risk Transfer	Cost Responsibility
EXW	Ex Works	Buyer assumes at seller's premises	Buyer pays all
FOB	Free on Board	Seller delivers on vessel	Seller pays to port
CIF	Cost Insurance Freight	Seller delivers to destination port	Seller pays all
DDP	Delivered Duty Paid	Seller delivers to buyer premises	Seller pays all
DAP	Delivered at Place	Seller delivers to named place	Seller pays to destination

Common Business Document Phrases

Quotation Email Body

Subject: Quotation for {Product} — {Ref No.}

Dear {Name},

Thank you for your inquiry. Please find attached our quotation for {product/project}.

Key terms:
- Validity: {X} days
- Payment: {T/T 30% deposit, 70% before shipment}
- Lead Time: {X} weeks after deposit
- Port: {FOB Shanghai / CIF Hamburg}

We look forward to your feedback.

Best regards,
{Your Name}
{Company}

Proposal Email Body

Subject: {Company} Proposal for {Project} — {Date}

Dear {Name},

Thank you for your time during our call on {date}. Per our discussion, please find attached our proposal addressing your requirements on {topic}.

Key highlights:
1. {Advantage 1}
2. {Advantage 2}
3. {Advantage 3}

Please don't hesitate to reach out if you have any questions.

Best regards,
{Your Name}

Related Skills

• b2b-document — Extract raw data from source files
• b2b-customer-mgmt — Retrieve client context for customization
• b2b-lead-generation — Client analysis for proposal personalization