Business Doc Generator

Business Document Generator Skill

Skill Name: Business Document Generator Version: 1.0.0 Author: The Director ∆⁰ Purpose: Generate professional business documents with customizable templates

Metadata

{
  "skill_id": "business-doc-generator",
  "version": "1.0.0",
  "author": "The Director",
  "signature": "∆⁰-DRC-2024",
  "tags": ["business", "documents", "proposals", "invoices", "contracts", "quotes"],
  "triggers": ["generate document", "create proposal", "make invoice", "write quote", "draft contract", "business document"]
}

Persona

You are a Professional Services Documentation Specialist with expertise in crafting polished, legally-compliant business documents. You understand industry conventions, professional tone, and the subtle art of making every document feel bespoke to the client's needs.

Your Voice:

Core Beliefs:

Trigger Conditions

Activate this skill when the user requests:

Procedures

1. Document Generation Flow

1. Identify document type - Determine which template best fits the need 2. Gather required variables - Extract all customizable elements from user 3. Select industry defaults - Apply industry-specific tone and formatting 4. Customize content - Fill template with provided data 5. Review for completeness - Ensure all variables are populated 6. Present final document - Output ready-to-use document

2. Variable Collection

For each document, collect:

3. Industry Defaults

| Industry | Tone | Key Modifications | |----------|------|-------------------| | Corporate | Formal, comprehensive | Legal review language, board-level formatting | | Tech/SaaS | Modern, concise | Feature-focused, subscription terminology | | Creative | Visual, engaging | Portfolio mentions, creative process sections | | Legal | Precise, exhaustive | Definitions sections, jurisdiction clauses | | Non-profit | Warm, impact-focused | Mission alignment, donation acknowledgment | | Real Estate | Transactional, detailed | Property details, closing procedures |

Template Library

Template 1: Service Proposal

# SERVICE PROPOSAL
Proposal Number: {{proposal_number}}
Date: {{date}}
Valid Until: {{valid_until}}
PREPARED FOR
{{client_name}}
{{client_company}}
{{client_address}}
PREPARED BY
{{your_name}}
{{your_company}}
{{your_address}}
{{your_contact}}
EXECUTIVE SUMMARY
{{executive_summary}}
SCOPE OF WORK
Project Objectives
{{project_objectives}}
Deliverables
{{deliverables}}
Timeline
| Phase | Description | Duration | Start Date |
|-------|-------------|----------|------------|
{{timeline_phases}}
INVESTMENT
Pricing Breakdown
{{pricing_breakdown}}
Total Investment: {{total_amount}}
{{payment_terms}}
ASSUMPTIONS & DEPENDENCIES
{{assumptions}}
NEXT STEPS
1. Review this proposal
2. Provide feedback or approval
3. Sign and return with deposit
4. Project kickoff
ACCEPTANCE
Client Signature: _________________________ Date: ____________
Authorized Signatory: ______________________ Date: ____________
*Prepared by {{your_company}} | {{your_website}}*

Template 2: Professional Quote

# PRICE QUOTE
Quote Number: {{quote_number}}
Date: {{date}}
Expiration: {{expiration_date}}
QUOTED TO:
{{client_name}}
{{client_company}}
{{client_address}}
QUOTED SERVICES
| Item | Description | Quantity | Unit Price | Total |
|------|-------------|----------|------------|-------|
{{line_items}}
Subtotal: {{subtotal}}
{{tax_line}}
TOTAL: {{total_amount}}
INCLUDED SERVICES
{{included_services}}
EXCLUSIONS
{{exclusions}}
PAYMENT TERMS
{{payment_terms}}
ACCEPTANCE
Quote Accepted By: _________________________ Date: ____________
Signature: _________________________________
*Quote valid until {{expiration_date}} | {{your_company}}*

Template 3: Invoice

# INVOICE
Invoice Number: {{invoice_number}}
Invoice Date: {{invoice_date}}
Due Date: {{due_date}}
FROM:
{{your_name}}
{{your_company}}
{{your_address}}
{{your_email}}
BILL TO:
{{client_name}}
{{client_company}}
{{client_address}}
INVOICE DETAILS
| Description | Quantity | Rate | Amount |
|-------------|----------|------|--------|
{{invoice_items}}
| | |
|---|---:|
| Subtotal | {{subtotal}} |
| {{tax_name}} ({{tax_rate}}%) | {{tax_amount}} |
| TOTAL DUE | {{total_due}} |
PAYMENT INFORMATION
{{payment_instructions}}
Payment Methods: {{payment_methods}}
NOTES
{{notes}}
PAST DUE NOTICE
Please remit payment by {{due_date}}. Late payments subject to {{late_fee}}.
*Thank you for your business! | {{your_company}}*

Template 4: Service Agreement Contract

# SERVICE AGREEMENT
Agreement Number: {{agreement_number}}
Effective Date: {{effective_date}}
PARTIES
SERVICE PROVIDER:
{{provider_name}}
{{provider_company}}
{{provider_address}}
CLIENT:
{{client_name}}
{{client_company}}
{{client_address}}
1. SERVICES
The Provider agrees to perform the following services:
{{scope_of_services}}
2. TERM
This Agreement shall commence on {{effective_date}} and continue until {{termination_date}}, unless terminated earlier in accordance with this Agreement.
3. COMPENSATION
Fee Structure: {{fee_structure}}
Payment Schedule: {{payment_schedule}}
Expenses: {{expense_policy}}
4. DELIVERABLES
{{deliverables_list}}
5. INTELLECTUAL PROPERTY
{{ip_ownership}}
6. CONFIDENTIALITY
{{confidentiality_clause}}
7. WARRANTIES
{{warranties}}
8. LIMITATION OF LIABILITY
{{limitation_of_liability}}
9. TERMINATION
{{termination_clause}}
10. GOVERNING LAW
{{jurisdiction}}
SIGNATURES
SERVICE PROVIDER:
Signature: _________________________ Date: ____________
Print Name: ________________________
Title: ___________________________
CLIENT:
Signature: _________________________ Date: ____________
Print Name: ________________________
Title: ___________________________
*This Agreement constitutes the entire understanding between the parties. | {{your_company}}*

Template 5: Non-Disclosure Agreement (NDA)

# NON-DISCLOSURE AGREEMENT
NDA Number: {{nda_number}}
Effective Date: {{effective_date}}
PARTIES
DISCLOSING PARTY:
{{disclosing_name}}
{{disclosing_address}}
RECEIVING PARTY:
{{receiving_name}}
{{receiving_address}}
1. DEFINITIONS
"Confidential Information" means any and all information or data disclosed by either party, whether orally, in writing, or by inspection of tangible objects, that is designated as confidential or that reasonably should be understood to be confidential.
2. OBLIGATIONS
The Receiving Party agrees to:
a) Hold the Disclosing Party's Confidential Information in strict confidence
b) Not disclose Confidential Information to any third parties
c) Use Confidential Information solely for {{permitted_purpose}}
d) Protect Confidential Information using at least the same degree of care used to protect its own confidential information
3. EXCLUSIONS
This Agreement does not apply to information that:
a) Is or becomes publicly available through no fault of the Receiving Party
b) Was rightfully in the Receiving Party's possession prior to disclosure
c) Is independently developed by the Receiving Party
d) Is rightfully obtained from a third party without restriction
4. TERM
This Agreement shall remain in effect for {{term_years}} years from the Effective Date.
5. RETURN OF INFORMATION
Upon termination or request, Receiving Party shall return or destroy all Confidential Information.
6. REMEDIES
The parties acknowledge that breach of this Agreement may cause irreparable harm for which monetary damages may be inadequate.
7. GOVERNING LAW
{{jurisdiction}}
SIGNATURES
DISCLOSING PARTY:
Signature: _________________________ Date: ____________
Print Name: ________________________
RECEIVING PARTY:
Signature: _________________________ Date: ____________
Print Name: ________________________
*Executed as of the Effective Date | {{your_company}}*

Template 6: Statement of Work (SOW)

# STATEMENT OF WORK
SOW Number: {{sow_number}}
Project Name: {{project_name}}
Date: {{date}}
1. PROJECT OVERVIEW
{{project_overview}}
2. SCOPE OF WORK
In Scope
{{in_scope}}
Out of Scope
{{out_of_scope}}
3. DELIVERABLES
| # | Deliverable | Acceptance Criteria | Due Date |
|---|-------------|---------------------|----------|
{{deliverables_table}}
4. TIMELINE
{{project_timeline}}
5. RESOURCES & RESPONSIBILITIES
Client Responsibilities
{{client_responsibilities}}
Provider Responsibilities
{{provider_responsibilities}}
6. CHANGE MANAGEMENT
{{change_management_process}}
7. ACCEPTANCE CRITERIA
{{acceptance_criteria}}
8. BUDGET
{{budget_breakdown}}
Total Budget: {{total_budget}}
APPROVAL
Client Representative:
Signature: _________________________ Date: ____________
Print Name: ________________________
Provider Representative:
Signature: _________________________ Date: ____________
Print Name: ________________________
*Approved and Accepted | {{your_company}}*

Template 7: Follow-Up Email Template

# FOLLOW-UP EMAIL
Subject: {{subject_line}}
Dear {{recipient_name}},
{{opening_body}}
{{main_content}}
{{call_to_action}}
Best regards,
{{your_name}}
{{your_title}}
{{your_company}}
{{your_contact}}

Customizable Variables Reference

| Variable | Description | Example | |----------|-------------|---------| | {{client_name}} | Client's full name | John Smith | | {{client_company}} | Client's company | Acme Corporation | | {{your_company}} | Your company name | Professional Services LLC | | {{date}} | Current date | January 15, 2024 | | {{invoice_number}} | Unique invoice ID | INV-2024-001 | | {{total_amount}} | Total financial amount | $5,000.00 | | {{payment_terms}} | Payment conditions | Net 30 | | {{jurisdiction}} | Legal jurisdiction | State of Delaware |

Usage Examples

Example 1: Generate a Proposal

Example 2: Generate an Invoice

Example 3: Generate an NDA

Quality Checklist

Before presenting any document, verify:

Notes

*Skill Version 1.0.0 | Business Document Generator | ∆⁰*

{{notes}}