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:
Project Proposal - Professional proposals for client projects
Template: assets/templates/Professional Proposal Template.pdf Use case: Pitching projects to clients, stakeholders
Business Plan - Comprehensive business planning documents
Template: assets/templates/Comprehensive Business Plan Template.pdf Use case: Startup planning, investor presentations, strategic planning
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
Parameters:
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
Collect proposal information:
Project title and subtitle Client organization and contact Your company name and contact info Project details (problem, solution, timeline, budget)
Create a JSON data file with proposal fields (see references/document_schemas.md)
Run the script:
python3 scripts/generate_document.py proposal proposal_data.json \ --templates-dir assets/templates
Output: Professional PDF proposal with cover page and content sections
Creating a Business Plan
Collect business plan information:
Company name and legal structure Mission and vision statements Target market details Financial projections
Create a JSON data file with business plan fields
Run the script:
python3 scripts/generate_document.py business_plan plan_data.json \ --templates-dir assets/templates
Output: Comprehensive business plan PDF template
Creating an Annual Budget
Collect budget information:
Fiscal year Company name Budget assumptions (inflation, growth targets) Revenue and expense forecasts
Create a JSON data file with budget fields
Run the script:
python3 scripts/generate_document.py budget budget_data.json \ --templates-dir assets/templates
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 Current Limitations
The script currently fills in cover page information (titles, names, dates). The template body content serves as a professional framework that users can follow when creating their documents manually or through other PDF editing tools.
Extending the Script
To fill additional fields beyond the cover page, the script can be enhanced to:
Parse form fields in PDFs Add text overlays on specific coordinates for each page Replace placeholder text programmatically
Modify scripts/generate_document.py to add more sophisticated PDF manipulation as needed.
Data Schema Reference
For detailed information about required and optional fields for each document type, consult:
references/document_schemas.md - Complete data structure documentation Example Files
Find complete working examples in assets/examples/:
proposal_example.json - Sample project proposal data business_plan_example.json - Sample business plan data budget_example.json - Sample budget plan data
Use these as starting templates when creating new documents.
Troubleshooting
Import errors when running the script:
Install required packages: pip install pypdf reportlab
Template not found:
Verify --templates-dir points to assets/templates Check that PDF template files exist in the templates directory
Generated PDF is blank or missing data:
Verify JSON data file is properly formatted Check that required fields are present (see references/document_schemas.md)
Need to customize templates:
Original templates are in assets/templates/ Modify templates using PDF editing software Keep original filenames or update TEMPLATE_MAP in the script Resources scripts/
Contains the Python script for document generation:
generate_document.py - Main document generation script with CLI interface
This script can be executed directly without loading into context for token efficiency. It may be read if modifications or debugging are needed.
references/
Documentation to reference while working:
document_schemas.md - Complete JSON data structure for all document types assets/
Files used in the document generation output:
templates/ - Professional PDF templates for each document type Professional Proposal Template.pdf Comprehensive Business Plan Template.pdf Annual Budget Plan Template.pdf examples/ - Sample JSON data files demonstrating proper structure proposal_example.json business_plan_example.json budget_example.json
These templates and examples are not loaded into context but referenced during generation.