> **Skill version:** `3a76850@2026-10-04T07:41:12+10:00` (`library/quote-v1`). > If you have a cached copy of this skill with a different version token, > discard it and use this copy. Re-fetch this URL at the start of each > session to detect updates. # makesPDF — Quote skill `quote-v1` > Version: `quote-v1`. **Immutable** — this file never changes after > release. Fixes land in `quote-v2`, served alongside this file. If a > newer version exists, it is noted at the top of this file; this URL > keeps serving regardless. > **Note to AI agents:** this document is served over HTTP at > `https://makespdf.com/skills/library/quote-v1.md` (or > `http://localhost:8788/skills/library/quote-v1.md` in dev). It is > **not a local file.** Re-fetch it with a web fetch / HTTP tool — do > **not** call your filesystem `Read` tool with `/skills/...`. Paths > that begin with `/api/v1/` or `/skills/` below are URL paths relative > to the makespdf origin, not filesystem paths. Read [`/skills/pdf-template-author.md`](https://makespdf.com/skills/pdf-template-author.md) first for the builder DSL, style properties, and the preview/render loop. This file is the quote-specific companion: which fields to use, which library template to start from, and a worked fetch, fill, render example. A quote (estimate / proposal) is proposed pricing before a sale. For a formal request to buy, use the purchase-order skill; for a bill after delivery, use the invoice skill. ## Canonical fields (field registry) Source: `docs/field-registry.md` and `apps/web/src/utils/field-registry.ts` (`documentTypes` containing `"quote"`). Use these canonical ids when naming data keys. The `Aliases` column lists common incoming names the registry already recognises — prefer the canonical id for new data. ### Document identity | Canonical id | Label | Type / format | Common aliases | | --------------- | ------------- | ------------- | --------------------------------------- | | `quote-number` | Quote Number | string | quoteno, estimatenumber, proposalnumber | | `document-date` | Date | date | date, quotedate, issuedate | | `valid-until` | Valid Until | date | validto, expirydate, quoteexpiry | | `payment-terms` | Payment Terms | string | paymentterms, terms, netterms | | `currency` | Currency | code | currencycode, cur | ### Seller (your company) | Canonical id | Label | Type / format | Common aliases | | ---------------- | --------------- | ------------- | ----------------------------- | | `seller-name` | Company Name | string | companyname, vendorname | | `seller-address` | Company Address | string | companyaddress, vendoraddress | | `seller-phone` | Phone | phone | phone, mobile, tel | | `seller-email` | Email | email | email, companyemail | | `seller-website` | Website | url | website, url | | `seller-tax-id` | Tax ID | tax-id | gstin, vat, ein, abn | | `seller-logo` | Logo | url | logo, companylogo | ### Buyer (prospective customer) | Canonical id | Label | Type / format | Common aliases | | --------------- | -------------- | ------------- | ------------------------------- | | `buyer-name` | Client Name | string | customername, client | | `buyer-address` | Client Address | string | customeraddress, billingaddress | | `buyer-contact` | Contact Name | string | contactname, attn, attention | | `buyer-email` | Client Email | email | customeremail, contactemail | | `buyer-phone` | Client Phone | phone | customerphone, contactphone | ### Line items | Canonical id | Label | Type / format | Common aliases | | ------------------ | ----------- | ------------- | ------------------------------ | | `item-description` | Description | string | description, itemname, service | | `item-quantity` | Quantity | integer | qty, quantity, count | | `item-unit-price` | Unit Price | currency | unitprice, price, rate | | `item-unit` | Unit | code | uom, unitofmeasure | | `item-discount` | Discount | currency | discount, rebate | | `item-tax-rate` | Tax Rate | percentage | taxrate, vatrate, gstrate | | `item-line-total` | Line Total | currency | linetotal, amount, total | | `item-hours` | Hours | number | hours, billablehours | ### Totals | Canonical id | Label | Type / format | Common aliases | | ------------------ | ---------------- | ------------- | ------------------------------------ | | `subtotal` | Subtotal | currency | subtotal, netamount | | `discount-total` | Discount | currency | discounttotal, totaldiscount | | `tax-rate` | Tax Rate | percentage | taxrate, vatrate | | `tax-amount` | Tax Amount | currency | tax, vat, gst, salestax | | `total` | Total | currency | grandtotal, totaldue | | `deposit-required` | Deposit Required | currency | deposit, downpayment, advancepayment | ### Notes | Canonical id | Label | Type / format | Common aliases | | ---------------------- | -------------------- | ------------- | ------------------------------- | | `notes` | Notes | string | notes, memo, remarks | | `terms-and-conditions` | Terms & Conditions | string | terms, tandcs | | `acceptance-signature` | Acceptance Signature | string | signature, signedby, approvedby | ## Library template Start from **`quote-classic`** (header bar, meta strip with quote no. / reference / dates / validity, from + prepared-for panels, project block, schedule-of-charges table, category subtotals + totals, payment schedule). A modern variation exists (`quote-modern`) — list it with `GET /api/v1/templates?owner=library&category=quote`. ## Worked example: fetch, fill, render All calls need `Authorization: Bearer $MAKESPDF_API_KEY`. **1. Fetch the template's DSL and sample data.** ```sh curl -s -H "Authorization: Bearer $MAKESPDF_API_KEY" \ "https://makespdf.com/api/v1/templates/quote-classic" # -> { templateId, name, dsl, sampleData, ... } ``` **2. Fill.** Start from the returned `sampleData`, keep its keys, replace the values with the real quote. Map incoming names to the canonical ids above (`estimateno` -> Quote Number, `validthrough` -> Valid Until). Minimal override shape: ```json { "quoteNumber": "Q-2026-0071", "date": "2026-09-11", "validUntil": "2026-10-11", "currency": "USD", "projectName": "Warehouse Wi-Fi refresh", "vendor": { "name": "Northline Networks LLC" }, "customer": { "name": "Harbor Foods Co-op" }, "items": [{ "description": "Site survey", "qty": 1, "total": 950 }], "subtotal": 18400, "total": 19932, "depositLabel": "Deposit due on acceptance (25%)" } ``` **3. Render.** Production path is the stored template (billed, 1 credit per 10 pages): ```sh curl -s -X POST https://makespdf.com/api/v1/render \ -H "Authorization: Bearer $MAKESPDF_API_KEY" \ -H "Content-Type: application/json" \ -d '{"templateId": "quote-classic", "data": {...}}' -o quote.pdf ``` Iterating on a customised fork? Draft it free with `POST /api/v1/preview { dsl, data }`, pre-flight with `POST /api/v1/preview/validate`, then save via `POST /api/v1/templates { dsl, name }` and render your copy. ## Traps - Every quote needs an expiry: always fill `valid-until`, and say the validity window in days alongside it. - Quotes that become orders need `acceptance-signature` (or the template's signature block) — a quote without an acceptance path is a brochure, not an offer. - Numeric table columns stay `auto`/`1fr`, never fixed `%` widths on Qty / Unit Price / Amount.