Quotation Generator

---

name: quotation-generator description: "Auto-generate professional PDF proforma invoices with company letterhead, multi-language support, and post-quote tracking."

---

Quotation Generator

Generate professional proforma invoices for B2B export deals.

Trigger

Customer requests quote/pricing

Owner instructs: "Send quote to [customer]"

Stage 5 of sales pipeline

Quote Content

Each proforma invoice includes: 1. Company letterhead — logo, company name, address, contact info 2. Customer info — company, contact person, country 3. Product table — item, specs, quantity, unit price, total 4. Terms — payment terms, delivery time, shipping method, Incoterms 5. Validity — quote valid for 30 days (configurable) 6. Notes — special conditions, certifications, warranty

Naming Convention

{{brand_code}}-YYYYMMDD-NNN (e.g., FY-20260324-001)

Multi-Language Support

Generate quotes in customer's language:

English (default)

French (West/Central Africa)

Arabic (Middle East/North Africa)

Spanish (Latin America)

Portuguese (Brazil, Mozambique)

Workflow

1. AI drafts quote based on conversation context and product-kb 2. Send draft to owner via WhatsApp for approval 3. Owner approves → AI sends to customer 4. Update CRM: status = quote_sent, attach quote reference

Post-Quote Tracking

Day 3: If no reply → Follow up asking for feedback

Day 7: If no reply → Second follow-up with value proposition

Day 14: If no reply → Final follow-up or move to nurture

Reply received → Update CRM, continue negotiation (Stage 6)

Product KB Integration

Reads from product-kb/catalog.json for:

Product specs, dimensions, weight

FOB/CIF pricing

MOQ (Minimum Order Quantity)

Lead time / production time

Available certifications