Sales & Agreements

Quote — Detailed

Procurement-ready quote — scope summary, deliverables, priced items, payment terms, and an acceptance signature block.

The contract

Fields your API call provides. Amounts and totals are always computed by the caller — templates only format.

tax	number	required
total	number	required
client.name	string	required
client.email	string	required
client.company	string	required
company.name	string	required
company.email	string	required
subtotal	number	required
issue_date	string	required
line_items[].amount	number	required
line_items[].quantity	number	required
line_items[].unit_price	number	required
line_items[].description	string	required
scope_items[].text	string	required
valid_until	string	required
quote_number	string	required
payment_terms	string	required
scope_summary	string	required

MCP-ready: forks of this template will expose generate_detailed_quote when the MCP server ships.

Generate it (after you fork & publish)

curl -X POST https://your-paperbrain-host/api/generate/gen_<your-id> \
  -H "Content-Type: application/json" \
  -d '{
    "tax": 5280,
    "total": 69280,
    "client": {
      "name": "Dana Whitfield",
      "email": "dana@acme.example",
      "company": "Acme Corp"
    },
    "company": {
      "name": "Northwind Consulting",
      "email": "hello@northwind.example"
    },
    "subtotal": 64000,
    "issue_date": "2026-06-08",
    "line_items": [
      {
        "amount": 18500,
        "quantity": 1,
        "unit_price": 18500,
        "description": "Discovery & architecture"
      },
      {
        "amount": 38000,
        "quantity": 4,
        "unit_price": 9500,
        "description": "Implementation (4 weeks)"
      },
      {
        "amount": 7500,
        "quantity": 1,
        "unit_price": 7500,
        "description": "Deployment & stabilization"
      }
    ],
    "scope_items": [
      {
        "text": "Discovery workshops and current-state architecture review (week 1)"
      },
      {
        "text": "Service build: API, worker fleet, and admin dashboard (weeks 2-5)"
      },
      {
        "text": "Production deployment, runbooks, and handover (week 6)"
      }
    ],
    "valid_until": "2026-07-31",
    "quote_number": "Q-2071",
    "payment_terms": "50% on acceptance, 50% on delivery. Net 30 from invoice date.",
    "scope_summary": "Design and build an internal document-automation service: discovery, architecture, a production deployment, and a two-week stabilization window with knowledge transfer to the Acme platform team."
  }'

gen_<your-id>is your generator's id once you fork and publish. The body shown is this template's sample data — the exact shape the contract validates.