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F12 — Quote from the quoting system

The quoting system knows the lines, the quantities, the prices and the totals; the estimator knows what the client asked for during the visit. Madoo puts both on the letterhead: the system’s quote as it is — every figure untouched — and an introduction written by the AI from the estimator’s notes.

The first page of the quote: the joinery’s letterhead, the quote number and dates, the client panel, the project, the AI introduction, a table of six line items with quantity, unit, unit price and amount, then subtotal, discount, VAT 13.5%, the total and the deposit

A reference run: 0.02 credits. PDF, two pages · the introduction · layout report · exact previews of the terms page and of a short job without discount or deposit.

The case

Section titled “The case”

Brightwork Joinery (fictional), a kitchen fitter in Cork, sends a quote after every site visit.

Input Who provides it Example
Quote the quoting system, as one JSON object number, dates, client, project, six line items, subtotal, discount, VAT rate and amount, total, deposit
Site-visit notes the estimator, in shorthand two walls of units, keep the window free, want an island w breakfast bar (oak top)…

What it shows

Section titled “What it shows”
  • Two data objects, facts last. The AI’s introduction goes to data_0, the system’s quote to data_1; objects are merged in order, so on any shared key the quote wins — and the AI never sees a price. See Keep AI copy and verified facts apart.
  • The amounts come from the system, on purpose. Subtotal, VAT and total are facts of the quoting system, like the prices: a document that recalculated them could disagree with the invoice by a rounding. The template only formats them. When a source gives only the lines, compute the totals with Calculate — see Amounts computed in the workflow.
  • Rows that grow, numbers that stay aligned. A long description takes up to three lines; quantity, unit, unit price and amount stay on its first line, and the rows below move down. A description longer than three lines stops the render (beyond: fail) rather than print a quote with a cut line.
  • Lines that appear only when they apply. The discount prints only when it is below zero, the deposit only when it is above zero; in a flowing Layout they leave no gap. See Conditions.
  • A letterhead as a master page. Logo, company, contacts, the footer and Page 1 of 2 come from one master page applied to every page. See Multi-page documents.

The template

Section titled “The template”

A4, two pages; white paper, navy #12355b, a grey tint #f3f6f9 for panels; Playfair Display for titles, Inter for text and figures, Montserrat for small labels. Amounts in euros, en-IE (€11,850.00).

Area Content How it is built
Letterhead (master) band, SVG logo, company name and line, contacts, footer, page number a master page with automaticRule: all; Page {{page}} of {{pages}}
Title block Quote, quote number, issue and validity dates, the client panel fields quote_number, issue_date, valid_until, client_name, client_address (two lines with a line break)
Body project, introduction, table, totals a flowing Layout: the project (up to 2 lines), the introduction (up to 5 lines, fail beyond), then the table and the totals
Table a navy header, then one row per line item a Layout without gaps holding the header and the list items (at most 14, fail beyond); each row a rule, the description and four figures
Totals subtotal, discount, VAT, total, deposit a Layout of right-aligned lines; the VAT label is the rate field itself, formatted as a percentage with the prefix VAT
Page 2 terms as a bulleted list, the acceptance panel with a link, signature lines rich text with a bullet list; the link https://brightwork.example/quotes/{quote_number}
Field Type Required Comes from
introduction text yes the AI’s JSON, validated (data_0)
quote_number, issue_date, valid_until, client_name, client_address, project text yes the quote (data_1)
items list of { description, quantity, unit, unit_price, amount } yes the quote
subtotal, vat, total number (EUR) yes the quote
vat_rate number (percentage: 0.135 prints VAT 13.5%) yes the quote
discount, deposit number (EUR) no the quote; printed only when below / above zero

Design choices worth copying:

  • The rate is a number, not a label. vat_rate is 0.135 and the template prints VAT 13.5%: a different rate never needs a different template.
  • Numbers are aligned on the right in their own columns, bold for the amount of each line and for the total.
  • Two sample sets: the full kitchen quote, and a short job without discount or deposit that shows the conditional lines disappearing.

The workflow

Section titled “The workflow”
Site-visit notes ──► Write the introduction (AI, JSON) ──► Introduction fits the page (JSON Schema) ──data_0──► Compose the quote ──► PDF
Quote from the system (JSON value) ──data_1──────────────────────────────────────────────────────────────►  (Render    ──► First page
                                                                          └──► Introduction (output)        Document  ──► Layout report
                                                                                                             Template)
Node Type Why
Site-visit notes input/text, multi-line The estimator writes as they speak
Quote from the system input/json_value The whole quote as one JSON object, keyed by the template’s field codes
Write the introduction ai/text_generation, response_format: json_object, temperature 0.4, 1,500 tokens Two or three sentences from the notes only; no prices, amounts or guarantees
Introduction fits the page utility/json_schema_validate, inline schema, mode fail One field, 120–420 characters
Compose the quote design/template_render, fixed revision, output both, page_selection: 1 The introduction on data_0, the quote on data_1; the PDF has both pages, the image is the first
Outputs output/pdf, output/image, output/json ×2 The quote, its first page, the layout report and the approved introduction

Reading a run: the Introduction output is what the AI wrote; the layout report shows status: passed and six list rows.

Cost: about 0.02 credits per run, the introduction; composing the quote is free.

Install it

Section titled “Install it”
Terminal window
node madoo-install-example.mjs f12 --api <your Madoo API URL> --key <key.json>

The installer publishes the template and the workflow; there are no files to upload. To run it, paste the quote from run-inputs.json into Quote from the system, or add --run. See Installing an example.

Change it

Section titled “Change it”
  • An invoice: duplicate the template, change the title and the terms, add fields for the invoice date and the payment details; the table and the totals stay.
  • Another company: change the master page — logo, name, contacts, footer — and every page follows.
  • Another currency or country: change the currency and locale of the amount formats; the VAT rate is data.
  • Only the lines from the system: add Calculate nodes between the quote and the template — round(sum(quote.items[*].amount), 2) for the subtotal, round(subtotal * vat_rate, 2) for the VAT — and connect their results to the subtotal, vat and total field ports.
  • Longer quotes: the list takes up to 14 lines on the page; for longer ones, give the list more room or move the terms to a later page.

Files

Section titled “Files”

manifest · template · workflow · run inputs