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:

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