https://github.com/abstra-app/template-quote-proposal
Quote Proposal Workflow with AI automatic quotations based on a proposal + PDF Generation with quotation + Email notification to the customer.
https://github.com/abstra-app/template-quote-proposal
ocr ocr-python ocr-recognition pdf-generator python-workflows quote-generator quote-proposal sales sales-automation
Last synced: about 2 months ago
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Quote Proposal Workflow with AI automatic quotations based on a proposal + PDF Generation with quotation + Email notification to the customer.
- Host: GitHub
- URL: https://github.com/abstra-app/template-quote-proposal
- Owner: abstra-app
- Created: 2024-08-28T21:34:02.000Z (9 months ago)
- Default Branch: main
- Last Pushed: 2025-03-27T23:53:55.000Z (about 2 months ago)
- Last Synced: 2025-03-28T00:29:13.961Z (about 2 months ago)
- Topics: ocr, ocr-python, ocr-recognition, pdf-generator, python-workflows, quote-generator, quote-proposal, sales, sales-automation
- Language: Python
- Homepage:
- Size: 965 KB
- Stars: 0
- Watchers: 0
- Forks: 1
- Open Issues: 0
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Metadata Files:
- Readme: README.md
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README
# Quote Proposal System
## How It Works
This project automates the process of generating quotations using Abstra's tools and scripts. The system allows users to upload a proposal, automatically matches products from the database using OCR, and generates a final PDF quote emailing it to the customer.
Integrations:
- Email
To customize this template for your team and build a lot more, book a demonstration here.
## Initial Configuration
To use this project, some initial configurations are necessary:
1. **Python Version**: Ensure Python version 3.9 or higher is installed on your system.
2. **Set Database**: The mock CSV is provided for demonstration purposes. You can connect to your own product database; just ensure that you correctly access the product name, ID, and price. Note that the program expects product prices to be in cents.
3. **Environment Variables**: The following environment variables are required for both local development and online deployment:
- `FINANCE_EMAIL`: Your company's finance email for sending quotes.
For local development, create a `.env` file at the root of the project and add the variables listed above (refer to `.env.example`). For online deployment, configure these variables in your environment settings.
4. **Dependencies**: To install the necessary dependencies for this project, a `requirements.txt` file is provided. This file includes all the required libraries.
Follow these steps to install the dependencies:
1. Open your terminal and navigate to the project directory.
2. Run the following command to install the dependencies from `requirements.txt`:
```sh
pip install -r requirements.txt
```
5. **Access Control**: The generated forms are protected by default. For local testing, no additional configuration is necessary. However, for cloud usage, you need to add your own access rules. For more information on how to configure access control, refer to the Abstra access control documentation.
6. **Local Usage**: To access the local editor with the project, use the following command:
```sh
abstra editor path/to/your/project/folder/
```
## General Workflows
The following workflows automate the process of generating and sending a quote proposal.
### Quote Proposal Upload
The customer uploads a file or photo of their proposal, and OCR technology extracts the contents for processing.
- **quote_proposal.py**: Main script for uploading the quote proposal and extracting content via OCR.
### Product Matching
Using Abstra AI, the system identifies matching products from the database.
- **generate_quote.py**: Script to match the products from the proposal with items in the product database.
### Quote Approval
A sales team member reviews the matched products and approves the proposal.
- **quote_approval.py**: Script for reviewing and approving the matched products with minimal manual input.
### Quote PDF Generation
Once approved, a PDF is generated with the finalized products and details.
- **generate_quote_pdf.py**: Script to generate the finalized PDF quote.
### Sending the Quote
An email is sent to the customer when the quote is available.
- **download_quote.py**: From where the final quote can be downloaded.
If you're interested in customizing this template for your team in under 30 minutes, book a customization session here.