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Service Quote (Preventivo di Servizio) generates professional service quotations with current pricing, creates PDF documents, and delivers them via email to clients.

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Workflow Visualization

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What It Does

  • Draft Quotes: Generate professional PDF quotations with service details and pricing
  • Price Lookup: Automatically fetch current service prices from database
  • Client Integration: Pull client contact information from anagrafica database
  • PDF Generation: Create formatted PDF documents with company branding
  • Email Delivery: Send quotations directly to client email addresses
  • Status Tracking: Manage quote lifecycle (Draft → Sent)
Service quote interface showing draft and send options Open Service Quote →

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Key Features

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Quote Drafting

  • Select service type (Rail Transport, Road Freight, Warehouse Storage)
  • Choose client from registered companies
  • Specify origin and destination terminals
  • Add custom notes and conditions
  • Auto-generate unique quote ID with timestamp

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PDF Generation

  • Professional template with company logo
  • Client details (address, contact)
  • Service details (type, route, pricing)
  • Terms and conditions
  • Payment terms (30 days)
  • Company footer with contact information
Example quotation PDF

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Email Integration

  • Sends PDF as email attachment
  • Retrieves client email from anagrafica database
  • Routes through Communication flow
  • Updates quote status after successful delivery

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Commands

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Draft a Quote

Creates a new quotation draft with service and client details. Inputs: 
{
  "service": "Rail Transport",
  "Cliente": "ALPHA S.R.L",
  "from_terminal": "Terminal Milano",
  "to_terminal": "Terminal Hamburg",
  "notes": "Terminal handling\nCustoms clearance",
  "originated_by": "AlpeAdria S.p.A."
}
Options:
  • service: Service type (Rail Transport, Road Freight, Warehouse Storage)
  • Cliente: Client company name
  • from_terminal: Origin terminal
  • to_terminal: Destination terminal
  • notes: Additional conditions (multiline)
  • originated_by: Originating company (default: AlpeAdria S.p.A.)

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Show Quotation

Displays the PDF quotation with option to send. Inputs: 
{
  "quote_id": "QUOTE-1718123456-7890"
}

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Send Quotation

Sends the quotation PDF via email to the client. Inputs: 
{
  "quote_id": "QUOTE-1718123456-7890"
}

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How to Use

1

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Draft the Quote

Select service type, client, terminals, and add any special notes or conditions.
2

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Review the Quote

Use the “Show Quote” button to preview the PDF quotation before sending.
3

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Send to Client

Click “Send Quote” to deliver the PDF quotation via email to the client’s registered address.

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Technical Details

Database Collections:
  • Source: datalake_main.db_ai-loop_Service (service pricing)
  • Source: datalake_main.db_ai-loop_anagrafica_completa (client details)
  • Storage: datalake_main.db_ai-loop_quotation (quote storage)
  • Logging: datalake_main.db_ai-loop_flow_Logs (activity logs)