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Quotation Generator

Generate professional quotation PDFs from Excel product data using templates.

Document ⭐⭐ Intermediate ⏱️ 10 minutes

😫 The Pain Point

Every customer request needs a professional quotation PDF. You have product data in Excel but creating formatted quotes manually takes 30 minutes each.

πŸš€ Agentic Solution

A Template-Based Quotation Generator that produces professional PDFs from data.

Key Features:

  • Template System: Reusable quote layout.
  • Auto-Calculation: Sum totals, apply discounts.
  • Batch Generation: Create multiple quotes from Excel.

βš”οΈ Phase 1: Commander (Quick Fix)

For a single quote.

Prompt:

β€œI have product data for a quote. Write a Python script using reportlab to:

  1. Header: Company logo, name, address, quote number/date.
  2. Table: Product name, quantity, unit price, total.
  3. Footer: Subtotal, VAT (10%), Grand Total.
  4. Output: Save as Quote_001.pdf.

Accept data as JSON or from Excel. Print confirmation.”

Result: Professional quotation ready to send.

πŸ—οΈ Phase 2: Architect (Permanent Tool)

For Sales Teams.

Engineering Prompt:

**Role:** Python GUI Developer (PyQt6 Specialist)
**Task:** Create "Quotation PDF Generator" Desktop App

**Objective:** A wizard-style tool to generate professional PDF quotes from data inputs.

**Tech Stack:**
* Language: Python 3.10+
* GUI Library: PyQt6 (Cross-platform)
* PDF Engine: ReportLab
* Packaging: PyInstaller

**Functional Requirements:**
1.  **UI Layout (PyQt6):**
    *   **Step 1: Customer:** Inputs for Name, Address, Date.
    *   **Step 2: Items:** Table widget to add Product, Qty, Price (Auto-calc Total).
    *   **Step 3: Styling:** Logo picker, Color theme selection.
    *   **Action:** "Export PDF".

2.  **Core Logic:**
    *   **ReportLab Canvas:** Draw vector graphics and text.
    *   **Layout:** Table flowable for dynamic item lists.
    *   **Calculations:** Subtotal, VAT, Grand Total logic.
    *   **Threading:** Generation is fast, but threaded to keep UI fluid.

3.  **Deliverables:**
    *   `main.py`: Complete source code.
    *   `requirements.txt`: Dependencies.
    *   **Build Instructions:**
        *   Windows: `pyinstaller --onefile --noconsole main.py`
        *   macOS: `pyinstaller --windowed --noconsole main.py`

🧠 Prompt Decoding

  • reportlab: Python’s de facto standard for programmatic PDF creation.

πŸ› οΈ Instructions

  1. Install: pip install reportlab
  2. Copy Prompt β†’ Customize template β†’ Run.

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