Generate a sales quote with Claude

Open your existing branded quote in Microsoft Word — the one your sales team already sends today. You'll replace every value that changes per customer with a {{placeholder}} token. Keep the logo, fonts, footer, and T&Cs exactly as they are; DocExport renders the file as-is using Aspose.Words, so the PDF you get back looks identical to what you'd produce by hand.

• Replace fixed text with tokens, e.g. Quote for Acme GmbH → Quote for {{customerName}}.
• Format dates inline with a pipe filter: {{quoteDate | dd.MM.yyyy}}.
• For the line-item table, mark the repeating row region. Above the table, type {{TableStart:lineItems}} on its own line; below it, {{TableEnd:lineItems}}. Inside the row, use tokens like {{description}}, {{quantity}}, {{unitPrice}}, {{lineTotal}}.
• Save the file as quote.docx.

Sign in at app.docexport.ai, click New template, and upload quote.docx. DocExport's linter walks the document, extracts every placeholder it found, and shows them in a list.

• For each placeholder, fill in Description, Example value, and toggle Required if the field must be present.
• Write descriptions for the agent, not for a human teammate. Example for customerName: "Legal entity name as it should appear on the cover page. Use the registered legal form (GmbH, Ltd., Inc.). Example: Acme GmbH."
• Mark customerName, quoteDate, and lineItems as required. Leave optional fields like discountNote off.
• Add a template description at the top of the page — one sentence telling Claude when to pick this template. Example: "Customer-facing sales quote with line-item table. Use for new outbound proposals; not for renewals."

From the workspace menu, open API keys and click Create key. The plaintext key (dxp_<prefix>_<secret>) is shown once — copy it now. The same page generates a ready-to-paste Claude Desktop snippet:

• Open Claude Desktop → Settings → Developer → Edit Config.
• Paste the snippet into claude_desktop_config.json and save.
• Restart Claude Desktop. You should see a 🔌 icon with four DocExport tools: list_templates, get_template_schema, preview_generate, generate_document.

{
  "mcpServers": {
    "docexport": {
      "command": "npx",
      "args": [
        "mcp-remote",
        "https://app.docexport.ai/mcp",
        "--header",
        "Authorization: Bearer dxp_<prefix>_<secret>"
      ]
    }
  }
}

DocExport doesn't store your catalog — it's purely the rendering layer. Claude needs to source product names, prices, and customer details from somewhere else in the same conversation. Pick whichever fits your stack:

• Type it in the prompt — fine for one-off quotes. "50 seats of Pro at €29/mo, 10% discount."
• Connect a CRM/billing MCP server alongside DocExport — the recommended pattern. If pricing lives in Stripe, add the Stripe MCP. If line items live on a HubSpot or Salesforce deal, add that MCP. Claude calls them to assemble the JSON, then hands it to DocExport.
• Attach a price-list file to the chat — drop your rate-card .xlsx or .csv into Claude. Works well for agencies and consultants.
• Build a tiny custom MCP — a 50-line Python or Node server wrapping your internal price list. Useful when the catalog isn't in any off-the-shelf tool.

Open a new Claude Desktop chat and prompt:

• Claude calls list_templates, picks quote.docx by its description, then calls get_template_schema to see the placeholder list.
• It assembles a JSON payload and calls preview_generate, which returns a structured response with missingFields, unresolvedFields, tableStats, and a normalizedPreviewText.
• Read what Claude reports back. If missingFields is non-empty, that's your cue: either add data to the prompt or improve the placeholder description so Claude knows what to put there.

Draft a quote for Acme GmbH using our standard sales quote template.
50 seats of Pro at €29/month, 10% volume discount, valid 30 days.
Use today's date. Run a preview first — don't generate the final PDF yet.

Once the preview is clean, ask Claude to generate the document:

• Claude calls generate_document. The response is a JSON object containing downloadUrl (HMAC-signed, valid 15 minutes) and expiresAt.
• Click the URL to download the PDF. Forward it to the customer, or save it back to your CRM.
• The document also appears under Documents in the web UI — your monthly quota counter ticks up by one, and an audit log entry is written.

Looks good. Generate the final PDF.