Building a Quote Generator - Stardeck Documentation

Overview

This guide walks you through building a quote generator for a construction business. By the end, you’ll have a system that:

Captures customer and app details
Calculates pricing with line items
Generates professional PDF quotes
Emails quotes to customers automatically
CCs your internal team on every quote

What You’ll Build

A complete quoting workflow:

Quote Form - Customer info, app details, and itemized pricing
PDF Generation - Branded quote documents ready to share
Email Delivery - Automatic delivery to customers with internal CC

Building with Starcat Developer

Use these prompts to build each part of your quote system step by step.

Step 1: Create the Quote Form

Start by building the form to capture quote details:

Create a quote form for my construction business. Include fields for:
- Customer name, email, phone, and address
- App description and location
- Line items with description, quantity, unit price, and calculated total
- Ability to add/remove line items
- Subtotal, tax (10%), and grand total
- Valid until date (default 30 days from now)
- Notes field for terms and conditions

Step 2: Generate PDF Quotes

Once you have quote data, generate professional PDFs:

When a quote is saved, generate a PDF that includes:
- My company logo and contact info at the top
- Quote number and date
- Customer details
- Itemized table with all line items and totals
- Terms and conditions at the bottom
- Make it look professional with my brand colors

Step 3: Email Quotes to Customers

Set up automatic email delivery:

After generating the quote PDF, email it to the customer. Include:
- Subject: 'Your Quote from [Company Name] - #[Quote Number]'
- A friendly message thanking them for their inquiry
- The PDF attached
- Always CC quotes@mycompany.com on every quote email

The CC ensures your internal team receives a copy of every quote sent, making it easy to track and follow up.

Step 4: Track Quote Status

Add status tracking to manage your pipeline:

Add quote status tracking with these states:
- Draft, Sent, Viewed, Accepted, Declined
- Show a list of all quotes with status, customer name, total, and date
- Let me filter by status
- Show when the customer last viewed the quote

Customizing Your Quotes

Company Branding

Ask the agent to customize the look:

Update the quote PDF to use:
- My logo (uploaded to the app)
- Header color #1a365d
- Include my license number and insurance info in the footer

Additional Fields

Tailor the form to your industry:

Add these fields to the quote form:
- App start date and estimated duration
- Payment terms dropdown (50% upfront, Net 30, etc.)
- Warranty information
- Signature field for accepted quotes

Terms and Conditions

Include standard terms:

Add a terms and conditions section to every quote PDF with:
- Payment terms
- Warranty details
- Cancellation policy
- Liability limitations

Example: Complete Prompt

Here’s a comprehensive prompt that builds the entire system at once:

Build a quote management system for my construction business.

Quote Form:
- Customer details (name, email, phone, address)
- App description and site address
- Dynamic line items (description, qty, unit price, line total)
- Subtotal, 10% tax, and grand total
- Valid for 30 days

PDF Generation:
- Professional layout with my company branding
- Quote number, date, and validity
- Itemized pricing table
- Terms and conditions footer

Email Delivery:
- Send PDF to customer email when quote is finalized
- Always CC quotes@mycompany.com
- Include a personalized message

Dashboard:
- List all quotes with status, customer, total, and date
- Filter by status (Draft, Sent, Accepted, Declined)
- Click to view or edit any quote

Next Steps

Email - Learn more about email configuration and limits
Environment Variables - Store your internal CC email as a variable
Custom Domains - Use your own domain for sending quote emails

​Overview

​What You’ll Build

​Building with Starcat Developer

​Step 1: Create the Quote Form

​Step 2: Generate PDF Quotes

​Step 3: Email Quotes to Customers

​Step 4: Track Quote Status

​Customizing Your Quotes

​Company Branding

​Additional Fields

​Terms and Conditions

​Example: Complete Prompt

​Next Steps

Overview

What You’ll Build

Building with Starcat Developer

Step 1: Create the Quote Form

Step 2: Generate PDF Quotes

Step 3: Email Quotes to Customers

Step 4: Track Quote Status

Customizing Your Quotes

Company Branding

Additional Fields

Terms and Conditions

Example: Complete Prompt

Next Steps