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": "contact@techsolutions.com",
  "date": "November 3, 2025"
}

Note: Check assets/examples/ for complete example JSON files:

• proposal_example.json
• business_plan_example.json
• budget_example.json

Step 3: Install Dependencies (First Time Only)

The generation script requires Python packages. Install them:

pip install pypdf reportlab

Step 4: Generate the Document

Run the generation script:

python3 scripts/generate_document.py <document_type> <data_file> \
  --templates-dir assets/templates \
  --output-dir <output_directory>

Parameters:

• <document_type>: One of proposal, business_plan, or budget
• <data_file>: Path to JSON file with document data
• --templates-dir: Directory containing PDF templates (default: assets/templates)
• --output-dir: Where to save generated PDFs (default: output)
• --output-filename: Optional custom filename

Example:

python3 scripts/generate_document.py proposal my_proposal_data.json \
  --templates-dir assets/templates \
  --output-dir ./generated_docs

Step 5: Deliver the Document

The script outputs a PDF file in the specified output directory. Verify the document was generated successfully and inform the user of the file location.

Detailed Usage Instructions

Creating a Project Proposal

1. Collect proposal information:

   • Project title and subtitle
   • Client organization and contact
   • Your company name and contact info
   • Project details (problem, solution, timeline, budget)

2. Create a JSON data file with proposal fields (see references/document_schemas.md)

3. Run the script:

   python3 scripts/generate_document.py proposal proposal_data.json \
     --templates-dir assets/templates

4. Output: Professional PDF proposal with cover page and content sections

Creating a Business Plan

1. Collect business plan information:

   • Company name and legal structure
   • Mission and vision statements
   • Target market details
   • Financial projections

2. Create a JSON data file with business plan fields

3. Run the script:

   python3 scripts/generate_document.py business_plan plan_data.json \
     --templates-dir assets/templates

4. Output: Comprehensive business plan PDF template

Creating an Annual Budget

1. Collect budget information:

   • Fiscal year
   • Company name
   • Budget assumptions (inflation, growth targets)
   • Revenue and expense forecasts

2. Create a JSON data file with budget fields

3. Run the script:

   python3 scripts/generate_document.py budget budget_data.json \
     --templates-dir assets/templates

4. Output: Annual budget plan PDF with tables and projections

Important Notes

Script Functionality

The scripts/generate_document.py script:

• Reads PDF templates from the assets directory
• Overlays user data on template pages (primarily cover pages)
• Generates a new PDF with filled information
• Preserves the original template structure and formatting