What problem does it solve?
Sales teams need to turn sparse client and quote data into polished, brand-consistent proposal documents quickly; this Skill automates assembly of cover, client background, solution comparison, product details, case studies, commercial terms and a CTA into a ready-to-send PDF, saving time and ensuring consistency.
Core Features & Use Cases
- Automated Proposal Assembly: Collects client name, country, product selections and quote metadata, auto-fills background and pricing where available.
- Modular PDF Output: Produces a multi-page, styled PDF (cover, background, comparison, product specs, case studies, commercial terms, CTA) using reportlab.
- Integration Points: Reads smart-quote and company-research inputs when available; supports direct download, email draft generation, or SMTP send via configured channels.
- Use Case: A salesperson asks for a proposal with minimal input and receives a client-ready PDF containing tailored technical specs, pricing tables, and local case studies.
Quick Start
Generate a professional PDF proposal for client Belttech in Brazil using products "AC-1200 x 2" and quote ID HL-BR-2026-0414-01.