Quotation Generator

😫 The Pain Point

Client asks for a quote. You calc in Excel, then copy-paste to Word, then Save as PDF. Manual copy-pasting is slow and risky (wrong price errors).

🚀 Agentic Solution

Template Engine: You design the pretty look in Word. The tool fills in the data.

Key Features:

• Dynamic Tables: Automatically expands the table rows if the customer buys 1 item or 100 items.
• Design Freedom: Use MS Word features (colors, logos) to design, no coding layout needed.

⚔️ Phase 1: Commander (Quick Fix)

For a single quote.

Prompt:

“I have data.xlsx and template.docx. Use docxtpl to fill variables {{name}}, {{total}} in the template with data from the Excel using the first row. Render to Quote.docx.”

Result: filled Word doc.

🏗️ Phase 2: Architect (Permanent Tool)

For Sales Teams.

Engineering Prompt:

**Role:** Python Document Automation Dev
**Task:** Create a "Quotation Generator Tool".
**Requirements:**
1.  **GUI:**
    *   Input Fields: Customer Name.
    *   Table Input (or Load from Excel).
    *   "Generate PDF" button.
2.  **Logic:**
    *   Use `docxtpl` to render the Word template with context.
    *   Convert to PDF (via `docx2pdf` on Windows).
    *   Auto-name file `Quote_[Customer]_[Date].pdf`.
3.  **Deliverables:** `quote_tool.py`, `template.docx`, `run.bat` (Windows), `run.sh` (Mac).

🧠 Prompt Decoding

• Docxtpl: Drawing a table in Python code (ReportLab) is a nightmare. Using a Word Template (.docx) separates design from logic. The user can change the logo in Word without touching the code.

🛠️ Instructions

1. Edit template.docx with template variable tags.
2. Copy Prompt -> Paste -> Run.
3. Input Data -> Export.