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

# Service Quote

> Automated service quotation generator with PDF creation and email delivery.

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

## Workflow Visualization

```mermaid theme={null}
graph TD
    User([User Sends Request]) --> CheckCommand{Command Type}
    
    CheckCommand -->|Draft a Quote| DraftPath[Draft Quote Path]
    CheckCommand -->|Show Quotation| ShowPath[Show Quote Path]
    CheckCommand -->|Send Quotation| SendPath[Send Quote Path]
    
    DraftPath --> GenerateID[Generate Unique Quote ID]
    GenerateID --> FetchPrice[Fetch Service Price<br/>from MongoDB]
    FetchPrice --> FetchClient[Fetch Client Details<br/>from Anagrafica]
    FetchClient --> CreatePDF[Create PDF Quote<br/>with PDFKit]
    CreatePDF --> StoreDraft[Store as DRAFT<br/>in Quotation DB]
    StoreDraft --> ReturnSuccess[Return Success with<br/>Show Quote Button]
    
    ShowPath --> ValidateID1{Valid Quote ID?}
    ValidateID1 -->|Yes| FetchQuote[Fetch Quote from DB]
    ValidateID1 -->|No| ErrorInvalid[Return Error]
    FetchQuote --> DisplayPDF[Display PDF in Iframe<br/>with Send Button]
    
    SendPath --> ValidateID2{Valid Quote ID?}
    ValidateID2 -->|Yes| GetEmail[Get Client Email]
    ValidateID2 -->|No| ErrorInvalid2[Return Error]
    GetEmail --> SendViaComm[Send via Communication Flow]
    SendViaComm --> UpdateStatus[Update Status to SENT]
```

## 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)

<img src="https://mintcdn.com/wavecentric/ZizuzLT77XSRnJF1/images/flows/draft_quote.png?fit=max&auto=format&n=ZizuzLT77XSRnJF1&q=85&s=bb28dcb86251a21c8059a4f7b15ff673" alt="Service quote interface showing draft and send options" width="1524" height="875" data-path="images/flows/draft_quote.png" />

[Open Service Quote →](https://ai-loop.alpeadria.com/ai-loop/flows?flow=preventivo-di-servizio\&command=draft-a-quote)

## Key Features

### 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

### 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

<img src="https://mintcdn.com/wavecentric/lag-aXD7lr_BEtqN/images/quote2.png?fit=max&auto=format&n=lag-aXD7lr_BEtqN&q=85&s=42573d950efaf0b3253ed52d83eb1357" alt="Example quotation PDF" width="1610" height="843" data-path="images/quote2.png" />

### Email Integration

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

## Commands

### Draft a Quote

Creates a new quotation draft with service and client details.

**Inputs:**

```json theme={null}
{
  "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.)

### Show Quotation

Displays the PDF quotation with option to send.

**Inputs:**

```json theme={null}
{
  "quote_id": "QUOTE-1718123456-7890"
}
```

### Send Quotation

Sends the quotation PDF via email to the client.

**Inputs:**

```json theme={null}
{
  "quote_id": "QUOTE-1718123456-7890"
}
```

## How to Use

<Steps>
  <Step>
    ### Draft the Quote

    Select service type, client, terminals, and add any special notes or conditions.
  </Step>

  <Step>
    ### Review the Quote

    Use the "Show Quote" button to preview the PDF quotation before sending.
  </Step>

  <Step>
    ### Send to Client

    Click "Send Quote" to deliver the PDF quotation via email to the client's registered address.
  </Step>
</Steps>

## 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)