chefroger Parties: Seller and Buyer legal names, addresses
Whereas: Background recitals
Article 1: Definitions
Article 2: Scope of Supply
Article 3: Pricing and Payment
Article 4: Delivery (Incoterms, lead time, shipping)
Article 5: Quality and Inspection
Article 6: Warranty
Article 7: Intellectual Property
Article 8: Confidentiality
Article 9: Force Majeure
Article 10: Termination
Article 11: Dispute Resolution
Article 12: Governing Law
Signature blocks
Annexes (if any)
Phase 4: Populate with Data
Insert data with source citations:
# XLSX cell with citation
cell.value = f"{price} USD/unit"
cell.comment = "📄 price-list-2025.pdf | Page: 3 | Row: 45-52"
Phase 5: Verify Before Delivery
# Re-read the generated document to verify
from openpyxl import load_workbook
wb_verify = load_workbook("output/quotation.xlsx")
ws_verify = wb_verify.active
print(f"Total rows: {ws_verify.max_row}")
print(f"Header: {ws_verify['A1'].value}")
# Confirm no empty critical cells in pricing columns
# Verify PPTX
from pptx import Presentation
prs_verify = Presentation("output/proposal.pptx")
print(f"Total slides: {len(prs_verify.slides)}")
for i, slide in enumerate(prs_verify.slides, 1):
title = slide.shapes.title.text if slide.shapes.title else "(no title)"
print(f"Slide {i}: {title}")
Phase 6: Save and Report
Save to the appropriate location:
- Quotations:
~/.trade/companies/{slug}/clients/{client}/quotes/ - Proposals:
~/.trade/companies/{slug}/clients/{client}/proposals/ - Contracts:
~/.trade/companies/{slug}/clients/{client}/contracts/
Report to user:
✅ Quotation generated: {filename}
📄 Sources cited: 3 files
- price-list-2025.pdf (Sheet: 1, Row: 45-52)
- product-specs.xlsx (Sheet: MOQ, Row: 1-10)
- client-history.docx (Paragraph: pricing terms)
Incoterms Reference
| Term | Meaning | Risk Transfer | Cost Responsibility |
|---|---|---|---|
| EXW | Ex Works | Buyer assumes at seller's premises | Buyer pays all |
| FOB | Free on Board | Seller delivers on vessel | Seller pays to port |
| CIF | Cost Insurance Freight | Seller delivers to destination port | Seller pays all |
| DDP | Delivered Duty Paid | Seller delivers to buyer premises | Seller pays all |
| DAP | Delivered at Place | Seller delivers to named place | Seller pays to destination |
Common Business Document Phrases
Quotation Email Body
Subject: Quotation for {Product} — {Ref No.}
Dear {Name},
Thank you for your inquiry. Please find attached our quotation for {product/project}.
Key terms:
- Validity: {X} days
- Payment: {T/T 30% deposit, 70% before shipment}
- Lead Time: {X} weeks after deposit
- Port: {FOB Shanghai / CIF Hamburg}
We look forward to your feedback.
Best regards,
{Your Name}
{Company}
Proposal Email Body
Subject: {Company} Proposal for {Project} — {Date}
Dear {Name},
Thank you for your time during our call on {date}. Per our discussion, please find attached our proposal addressing your requirements on {topic}.
Key highlights:
1. {Advantage 1}
2. {Advantage 2}
3. {Advantage 3}
Please don't hesitate to reach out if you have any questions.
Best regards,
{Your Name}
Related Skills
b2b-document— Extract raw data from source filesb2b-customer-mgmt— Retrieve client context for customizationb2b-lead-generation— Client analysis for proposal personalization