Document Templates

Document Templates

Reference for document structures, required fields, and content guidelines for each document type.

Proposal

Structure: Cover -> Executive Summary -> Problem -> Solution -> Scope -> Timeline -> Pricing -> Terms -> About Us -> Contact

Required Fields

Optional Fields

Invoice

Structure: Header (logo, company) -> Client Info -> Line Items Table -> Subtotal/Tax/Total -> Payment Details -> Notes

Required Fields

Optional Fields

Line Item Calculation

item.total = item.quantity * item.unitPrice
subtotal = sum of all item.total
total = subtotal + tax - discount

Report

Structure: Cover -> TOC -> Introduction -> Background -> Methodology -> Findings -> Analysis -> Conclusions -> Recommendations -> Appendices -> References

Required Fields

Optional Fields

Presentation

Structure: Title Slide -> Agenda -> Content Slides -> Summary -> Contact

Required Fields

Slide Types

Title slide:

{ "type": "title", "title": "Main Title", "subtitle": "Subtitle", "date": "2026-03-17" }

Agenda slide:

{ "type": "agenda", "title": "Agenda", "items": ["Topic 1", "Topic 2", "Topic 3"] }

Content slide:

{ "type": "content", "title": "Slide Title", "bullets": ["Point 1", "Point 2"], "image": "path/to/img.png" }

Two-column slide:

{ "type": "two-column", "title": "Comparison", "leftColumn": ["Left 1", "Left 2"], "rightColumn": ["Right 1", "Right 2"] }

Chart slide:

{ "type": "chart", "title": "Revenue", "chartType": "bar", "chartData": [{"name": "Q1", "labels": ["Jan","Feb","Mar"], "values": [100,200,300]}] }

Summary slide:

{ "type": "summary", "title": "Summary", "keyPoints": ["Point 1"], "nextSteps": ["Step 1"] }

Contact slide:

{ "type": "contact", "name": "John Doe", "email": "john@example.com", "phone": "+1-555-0123" }

Optional Fields

Contract

Structure: Header -> Parties -> Clauses (numbered) -> Signature Blocks

Required Fields

Standard Clauses

Clause Format

{
  "id": "scope",
  "title": "Scope of Services",
  "content": "Paragraph 1 describing the scope.\n\nParagraph 2 with additional details."
}

Each paragraph within content (separated by \n\n) gets auto-numbered as sub-clauses (e.g., 2.1, 2.2).

Optional Fields

Certificate of Completion (Act)

Structure: Header (title, number, date, city) → Intro paragraph → Services table → Totals → Confirmation → Signature blocks

Format: PDF (default). Supports any language for all data values (company names, service descriptions, labels).

Required Fields

Optional Fields

Calculation

services[].total = services[].quantity × services[].unitPrice
totalAmount = sum of all services[].total
vatAmount = totalAmount × (vatRate / 100)
grandTotal = totalAmount + vatAmount

NDA (Non-Disclosure Agreement)

Structure: Header (title, NDA number, date, city) -> Recital (WHEREAS + NOW THEREFORE) -> Clauses -> Witness clause -> Signature blocks

Format: PDF. Supports mutual (both parties bound) or unilateral (one-way) NDA.

Required Fields

Optional Fields

Note: All 7 standard clauses (Confidential Info Definition, Obligations, Exclusions, Term, Return of Materials, Remedies, Governing Law) have professional defaults built in. Only override if the user requests specific wording.

Estimate / Quotation

Structure: Header -> Client block -> Summary stats -> Executive summary -> Scope (inclusions/exclusions/assumptions) -> Team -> Phase-based pricing -> Optional items -> Totals -> Timeline (Gantt) -> Payment schedule -> Validity -> Terms -> Acceptance/Signatures

Format: PDF. Always use detailed phase-based format.

Required Fields

Optional Fields

Template File Locations

All templates are in <plugin_dir>/templates/:

Read the template file to get default structure and styling, then merge with user-provided data.