# B2b Doc Generation

> 外贸单证生成 — 生成报价单/PI/合同/商业提案等外贸专用文档（DOCX/XLSX/PPTX）

- Skill: `chefroger/b2b-doc-generation` (Agent Skill, multi-file: 9 files)
- Install (CLI): `npx skillmds@latest add chefroger/b2b-doc-generation`
- Raw SKILL.md: https://api.skillmd.com/api/skills/chefroger/b2b-doc-generation/raw
- Safety review: pending
- Works with: Claude Code, Claude.ai, OpenAI Codex
- Category: Data & Analytics
- Author: chefroger (https://skillmd.com/u/chefroger)
- Updated: 2026-09-17
- Page: https://skillmd.com/skills/chefroger/b2b-doc-generation

---


```
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:

```python
# 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

```python
# 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
```

```python
# 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 files
- `b2b-customer-mgmt` — Retrieve client context for customization
- `b2b-lead-generation` — Client analysis for proposal personalization