office-customer-quote

Generate a customer quote by running the office-customer-quote skill with parameters like --customer, --validity, and --tax-rate. It matches your CSV or XLSX price list with customer requirements and outputs a professional XLSX quote document.

Automate quote generation by feeding predefined price lists and customer specifications into this Python-based tool. It extracts line items, calculates totals, verifies accuracy, and outputs a formatted XLSX document.

Yes, you can use CSV files for input data to generate sales quotations. The tool supports both CSV and XLSX formats for your predefined price lists and customer requirements, outputting the final quote in XLSX format.

Yes, Python is required to execute the quote generation process and produce the final XLSX document. This environment supports the scripts needed to extract line items, calculate totals, and verify pricing accuracy.

Calculate tax rates and totals by passing the --tax-rate parameter during quote generation. The tool automatically extracts line items, applies the specified tax rate, calculates totals, and verifies accuracy in the final XLSX output.

Set a validity period by using the --validity parameter, such as --validity 60 for 60 days. The tool incorporates this duration into the final XLSX quote document alongside the calculated totals and line items.