Freight Quote — PDF Generator
Produces a professional, branded freight quote PDF from any load input.
Reads broker info from config.json — one setup, every quote branded automatically.
Step 1 — Load Config
Before generating, read the broker's config.json to get branding and contact info.
Look for it in the skill folder. If it doesn't exist, ask the user to set it up
by copying config.example.json → config.json and filling in their details.
Required fields from config:
broker_company, broker_mc, broker_addressbroker_email, broker_phone_office, broker_phone_mobile, broker_contact_namebrand_color_navy, brand_color_goldquote_prefix, default_valid_days
Step 2 — Extract Quote Data
Pull the following from the conversation. Ask only for fields that are missing
and genuinely needed to produce a useful quote:
| Field |
Required |
Notes |
| Customer / Quoted To |
Yes |
Company name + contact name |
| Seller / Requested By |
If applicable |
Name, company, email, phone |
| Origin |
Yes |
City, State ZIP |
| Destination |
Yes |
City, State ZIP |
| Commodity |
Yes |
What is being shipped |
| Weight |
Yes |
In lbs |
| Dimensions |
Yes |
L x W x H |
| Service Type |
Yes |
Flatbed, Conestoga LTL, Heavy Haul, Reefer, Van, etc. |
| Quoted Rate |
Yes |
Dollar amount |
| Estimated Miles |
Optional |
Estimate if not given |
| Est. Transit |
Optional |
e.g. 3–5 Business Days |
| Equipment |
Optional |
Specific trailer type |
| Permit Class |
Optional |
Standard / Overweight / Over-Dimensional |
| Extra line items |
Optional |
Permits, escorts, etc. |
| Extra terms |
Optional |
Anything beyond the 8 standard terms |
Step 3 — Build JSON and Run Generator
Once you have all required fields, run the bundled script:
python skills/freight-quote/scripts/generate_quote.py '<JSON>' '<CONFIG_PATH>'
Pass the config file path as the second argument.
The script outputs the PDF file path on success.
JSON Payload Structure
{
"quote_num": "FMQ-2026-0407",
"valid_days": 14,
"quoted_to": {
"company": "Customer Company Name",
"contact": "Contact Name",
"address": "123 Street, City, ST 00000",
"phone": "555-000-0000",
"seller_name": "Seller Name, Title",
"seller_company": "Seller Company",
"seller_email": "seller@example.com",
"seller_phone": "555-000-0001"
},
"shipment": {
"origin": "City, ST ZIP",
"destination": "City, ST ZIP",
"est_miles": "~1,200 miles",
"service_type": "Conestoga LTL",
"commodity": "Industrial Machinery",
"equipment": "Conestoga Trailer",
"weight": "13,000 lbs",
"permit_class": "Standard",
"dimensions": "15' L x 4' W x 7' H",
"est_transit": "3–5 Business Days"
},
"line_items": [
{"description": "Freight Transportation", "notes": "Origin to Destination | ~1,200 miles", "amount": "Included"},
{"description": "Fuel Surcharge", "notes": "Included in flat rate", "amount": "Included"},
{"description": "Accessorial Charges", "notes": "None anticipated (see notes)", "amount": "—"}
],
"total_label": "TOTAL FLAT RATE",
"total_note": "All-inclusive | No hidden fees",
"total_amount": "$1,850.00",
"extra_terms": []
}
extra_terms is optional — add strings to append after the 8 standard terms.
Step 4 — Present the File
After the script runs, call present_files with the output path.
Give a brief summary: lane, service type, quoted amount, valid through date.
Output Filename Convention
FreightQuote_[CustomerSlug]_[ServiceSlug].pdf
e.g. FreightQuote_AcmeCorp_Flatbed.pdf
The 8 Standard Terms (auto-included — do not remove)
- Payment due in full prior to scheduling pickup.
- Quote valid for N days (date range shown).
- Rate applies to service type noted — no inside delivery, liftgate, or residential surcharges unless specified.
- Shipper responsible for blocking, bracing, and securing freight.
- Dimensional/weight discrepancies may result in rate adjustment.
- Detention, driver-assist, re-consignment billed separately if incurred.
- Broker operates as licensed freight broker — carrier selection at discretion.
- Cargo Insurance: Carrier carries minimum $100,000. Shipper must disclose value above $100K and obtain shipper's interest insurance policy.
1---2name: freight-quote3description: Generate a professional branded freight quote PDF for any load. Use this skill whenever someone asks for a freight quote, rate quote, shipping quote, or any quote to send to a customer or shipper — even if they just paste an email or say "quote this load." Also trigger on: "make a quote for", "send a quote to", "put together a quote", "need a PDF quote", "create a quote for [customer/load]", "quote this", or when load details are pasted with a dollar amount. This skill reads your brokerage config and produces a ready-to-send branded PDF every time. Never attempt to build the PDF from scratch without reading this skill first.4---56# Freight Quote — PDF Generator78Produces a professional, branded freight quote PDF from any load input.9Reads broker info from `config.json` — one setup, every quote branded automatically.1011---1213## Step 1 — Load Config1415Before generating, read the broker's `config.json` to get branding and contact info.16Look for it in the skill folder. If it doesn't exist, ask the user to set it up17by copying `config.example.json` → `config.json` and filling in their details.1819Required fields from config:20- `broker_company`, `broker_mc`, `broker_address`21- `broker_email`, `broker_phone_office`, `broker_phone_mobile`, `broker_contact_name`22- `brand_color_navy`, `brand_color_gold`23- `quote_prefix`, `default_valid_days`2425---2627## Step 2 — Extract Quote Data2829Pull the following from the conversation. Ask only for fields that are missing30and genuinely needed to produce a useful quote:3132| Field | Required | Notes |33|---|---|---|34| Customer / Quoted To | Yes | Company name + contact name |35| Seller / Requested By | If applicable | Name, company, email, phone |36| Origin | Yes | City, State ZIP |37| Destination | Yes | City, State ZIP |38| Commodity | Yes | What is being shipped |39| Weight | Yes | In lbs |40| Dimensions | Yes | L x W x H |41| Service Type | Yes | Flatbed, Conestoga LTL, Heavy Haul, Reefer, Van, etc. |42| Quoted Rate | Yes | Dollar amount |43| Estimated Miles | Optional | Estimate if not given |44| Est. Transit | Optional | e.g. 3–5 Business Days |45| Equipment | Optional | Specific trailer type |46| Permit Class | Optional | Standard / Overweight / Over-Dimensional |47| Extra line items | Optional | Permits, escorts, etc. |48| Extra terms | Optional | Anything beyond the 8 standard terms |4950---5152## Step 3 — Build JSON and Run Generator5354Once you have all required fields, run the bundled script:5556```bash57python skills/freight-quote/scripts/generate_quote.py '<JSON>' '<CONFIG_PATH>'58```5960Pass the config file path as the second argument.61The script outputs the PDF file path on success.6263### JSON Payload Structure6465```json66{67 "quote_num": "FMQ-2026-0407",68 "valid_days": 14,69 "quoted_to": {70 "company": "Customer Company Name",71 "contact": "Contact Name",72 "address": "123 Street, City, ST 00000",73 "phone": "555-000-0000",74 "seller_name": "Seller Name, Title",75 "seller_company": "Seller Company",76 "seller_email": "seller@example.com",77 "seller_phone": "555-000-0001"78 },79 "shipment": {80 "origin": "City, ST ZIP",81 "destination": "City, ST ZIP",82 "est_miles": "~1,200 miles",83 "service_type": "Conestoga LTL",84 "commodity": "Industrial Machinery",85 "equipment": "Conestoga Trailer",86 "weight": "13,000 lbs",87 "permit_class": "Standard",88 "dimensions": "15' L x 4' W x 7' H",89 "est_transit": "3–5 Business Days"90 },91 "line_items": [92 {"description": "Freight Transportation", "notes": "Origin to Destination | ~1,200 miles", "amount": "Included"},93 {"description": "Fuel Surcharge", "notes": "Included in flat rate", "amount": "Included"},94 {"description": "Accessorial Charges", "notes": "None anticipated (see notes)", "amount": "—"}95 ],96 "total_label": "TOTAL FLAT RATE",97 "total_note": "All-inclusive | No hidden fees",98 "total_amount": "$1,850.00",99 "extra_terms": []100}101```102103`extra_terms` is optional — add strings to append after the 8 standard terms.104105---106107## Step 4 — Present the File108109After the script runs, call `present_files` with the output path.110Give a brief summary: lane, service type, quoted amount, valid through date.111112---113114## Output Filename Convention115116`FreightQuote_[CustomerSlug]_[ServiceSlug].pdf`117118e.g. `FreightQuote_AcmeCorp_Flatbed.pdf`119120---121122## The 8 Standard Terms (auto-included — do not remove)1231241. Payment due in full prior to scheduling pickup.1252. Quote valid for N days (date range shown).1263. Rate applies to service type noted — no inside delivery, liftgate, or residential surcharges unless specified.1274. Shipper responsible for blocking, bracing, and securing freight.1285. Dimensional/weight discrepancies may result in rate adjustment.1296. Detention, driver-assist, re-consignment billed separately if incurred.1307. Broker operates as licensed freight broker — carrier selection at discretion.1318. **Cargo Insurance:** Carrier carries minimum $100,000. Shipper must disclose value above $100K and obtain shipper's interest insurance policy.
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