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:

json

{
  "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:

bash

pip install pypdf reportlab

Step 4: Generate the Document

Run the generation script:

bash

python3 scripts/generate_document.py <document_type> <data_file> \
  --templates-dir assets/templates \
  --output-dir <output_directory>

Parameters:

<document_type>

: One of

proposal

business_plan

, or

budget

```
<data_file>
```
: Path to JSON file with document data
```
--templates-dir
```
: Directory containing PDF templates (default:
```
assets/templates
```
)
```
--output-dir
```
: Where to save generated PDFs (default:
```
output
```
)
```
--output-filename
```
: Optional custom filename

Example:

bash

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:

bash

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:

bash

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:

bash

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.

business-document-generator

NPX Install

Tags

SKILL.md Content

Business Document Generator

Overview

When to Use This Skill

Available Document Types

Quick Start Workflow

Step 1: Understand User Requirements

Step 2: Prepare the Data

Step 3: Install Dependencies (First Time Only)

Step 4: Generate the Document

Step 5: Deliver the Document

Detailed Usage Instructions

Creating a Project Proposal

Creating a Business Plan

Creating an Annual Budget

Important Notes

Script Functionality

Current Limitations

Extending the Script

Data Schema Reference

Example Files

Troubleshooting

Resources

scripts/

references/

assets/