Quotation Generator
Generate professional proforma invoices for B2B export deals.
Trigger
- Customer requests quote/pricing
- Owner instructs: "Send quote to [customer]"
- Stage 5 of sales pipeline
Quote Content
Each proforma invoice includes:
- Company letterhead — logo, company name, address, contact info
- Customer info — company, contact person, country
- Product table — item, specs, quantity, unit price, total
- Terms — payment terms, delivery time, shipping method, Incoterms
- Validity — quote valid for 30 days (configurable)
- Notes — special conditions, certifications, warranty
Naming Convention
{{brand_code}}-YYYYMMDD-NNN (e.g., FY-20260324-001)
Multi-Language Support
Generate quotes in customer's language:
- English (default)
- French (West/Central Africa)
- Arabic (Middle East/North Africa)
- Spanish (Latin America)
- Portuguese (Brazil, Mozambique)
Workflow
- AI drafts quote based on conversation context and product-kb
- Send draft to owner via WhatsApp for approval
- Owner approves → AI sends to customer
- Update CRM: status =
quote_sent, attach quote reference
Post-Quote Tracking
- Day 3: If no reply → Follow up asking for feedback
- Day 7: If no reply → Second follow-up with value proposition
- Day 14: If no reply → Final follow-up or move to nurture
- Reply received → Update CRM, continue negotiation (Stage 6)
Product KB Integration
Reads from product-kb/catalog.json for:
- Product specs, dimensions, weight
- FOB/CIF pricing
- MOQ (Minimum Order Quantity)
- Lead time / production time
- Available certifications
Source: iPythoning/b2b-sdr-agent-template — distributed by TomeVault.