b2b-doc-generation

``` 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: ```python # 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 ```python # 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 ``` ```python # 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