> ## Documentation Index
> Fetch the complete documentation index at: https://docs.stardeck.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Building a Quote Generator

> Create a professional quote system for your construction or service business with PDF generation and automatic email delivery

## 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:

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

## Building with the Developer Agent

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
```

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

### 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](/email) - Learn more about email configuration and limits
* [Environment Variables](/environment-variables) - Store your internal CC email as a variable
* [Custom Domains](/custom-domains) - Use your own domain for sending quote emails