business-document-generator

Business Document Generator

Overview

Generate professional business documents (Project Proposals, Business Plans, Annual Budgets) from high-quality PDF templates. Use the bundled Python script to fill templates with user-provided data and output polished PDF documents ready for distribution.

When to Use This Skill

Activate this skill when the user asks to:

• Create a business proposal or project proposal
• Generate a business plan document
• Develop an annual budget plan
• Create any professional business document based on the available templates
• Fill in business templates with specific data

Available Document Types

This skill supports three types of professional business documents:

1. Project Proposal - Professional proposals for client projects

   • Template: assets/templates/Professional Proposal Template.pdf
   • Use case: Pitching projects to clients, stakeholders

2. Business Plan - Comprehensive business planning documents

   • Template: assets/templates/Comprehensive Business Plan Template.pdf
   • Use case: Startup planning, investor presentations, strategic planning

3. Annual Budget - Detailed budget planning documents

   • Template: assets/templates/Annual Budget Plan Template.pdf
   • Use case: Financial planning, budget proposals, fiscal year planning

Quick Start Workflow

Step 1: Understand User Requirements

Gather information from the user about:

• Document type needed (proposal, business plan, or budget)
• Key data to include (company name, client info, dates, etc.)
• Any specific customization needs

Step 2: Prepare the Data

Create a JSON file with the document data. Reference the data schemas in references/document_schemas.md for field requirements.

Example for Proposal:

{
  "title": "Digital Transformation Initiative",
  "subtitle": "A Comprehensive Plan for Acme Corporation",
  "client_org": "Acme Corporation",
  "client_contact": "Jane Smith, CTO",
  "company_name": "TechSolutions Inc.",
  "contact_info": "[email protected]",
  "date": "November 3, 2025"
}