quotation-generator

# 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: 1. **Company letterhead** — logo, company name, address, contact info 2. **Customer info** — company, contact person, country 3. **Product table** — item, specs, quantity, unit price, total 4. **Terms** — payment terms, delivery time, shipping method, Incoterms 5. **Validity** — quote valid for 30 days (configurable) 6. **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 1. AI drafts quote based on conversation context and product-kb 2. Send draft to owner via WhatsApp for approval 3. Owner approves → AI sends to customer 4. 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