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quotation-generator

Produce the same quotation, the same way, every time — regardless of who prepares it.

  • Area: Sales & Clients
  • Category: sales
  • Level: beginner
  • Input: conversation
  • Output: document
  • Setup: none
  • Roles:

Turns structured quotation data into a branded, consistently formatted customer quotation document, with a required-field gate that blocks generation when information is…

How you ask

  • “Validate this quotation JSON and list every missing required field without generating Word.”
  • “Generate an editable quotation draft from this validated input and save it to the client folder.”
  • “Onboard this new product-family quotation format before we prepare the first quote.”

Inputs

  • quotation-json — Per-job quotation JSON containing seller and category references plus customer, item, price, and term data.
  • quotation-json — Validated quotation JSON with resolvable seller and category configuration references.
  • output-path — Confirmed destination for the generated draft quotation — the client or lead folder for a real quotation, the scratch area (output.scratch) for a throwaway.
  • source-format — Representative quotation template or example used to derive seller identity and category requirements.

Outputs

  • Editable Word quotation; a throwaway goes to the scratch area, and a real quotation is written with -o to the confirmed client or lead folder.
  • prefer a permanent directory)
  • quotation-config (json)
  • stdout
  • validation-report (text)
  • {configured-assets-folder}/categories.json