
Business Document Generator
- 1.3k installs
- 432 repo stars
- Updated November 11, 2025
- ailabs-393/ai-labs-claude-skills
business-document-generator is an agent skill for this skill should be used when the user requests to create professional business documents (proposals, business plans, or budgets) from templates. it provides pdf templat
About
The business-document-generator skill is designed for this skill should be used when the user requests to create professional business documents (proposals, business plans, or budgets) from templates. It provides PDF templates and. 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. Invoke when the user asks about business document generator or related SKILL.md workflows.
- 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.
Business Document Generator by the numbers
- 1,277 all-time installs (skills.sh)
- +22 installs in the week ending Aug 2, 2026 (Skillselion tracking)
- Ranked #19 of 290 Python skills by installs in the Skillselion catalog
- Security screen: LOW risk (skills.sh audit)
- Data as of Aug 3, 2026 (Skillselion catalog sync)
business-document-generator capabilities & compatibility
- Capabilities
- create a business proposal or project proposal · generate a business plan document · develop an annual budget plan · create any professional business document based
What business-document-generator says it does
This skill should be used when the user requests to create professional business documents (proposals, business plans, or budgets) from templates. It provides PDF templates and a P
This skill should be used when the user requests to create professional business documents (proposals, business plans, or budgets) from templates. It provides P
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| Installs | 1.3k |
|---|---|
| repo stars | ★ 432 |
| Security audit | 3 / 3 scanners passed |
| Last updated | November 11, 2025 |
| Repository | ailabs-393/ai-labs-claude-skills ↗ |
How do I this skill should be used when the user requests to create professional business documents (proposals, business plans, or budgets) from templates. it provides pdf templates and?
This skill should be used when the user requests to create professional business documents (proposals, business plans, or budgets) from templates. It provides PDF templates and.
Who is it for?
Developers using business document generator workflows documented in SKILL.md.
Skip if: Skip when the task falls outside business-document-generator scope or needs a different stack.
When should I use this skill?
User asks about business document generator or related SKILL.md workflows.
What you get
Completed business-document-generator workflow with documented commands, files, and expected deliverables.
- annual budget document
- business plan document
- digital transformation proposal
Files
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:
1. Project Proposal - Professional proposals for client projects
- Template:
assets/templates/Professional Proposal Template.pdf - Use case: Pitching projects to clients, stakeholders
2. Business Plan - Comprehensive business planning documents
- Template:
assets/templates/Comprehensive Business Plan Template.pdf - Use case: Startup planning, investor presentations, strategic planning
3. 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:
{
"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.jsonbusiness_plan_example.jsonbudget_example.json
Step 3: Install Dependencies (First Time Only)
The generation script requires Python packages. Install them:
pip install pypdf reportlabStep 4: Generate the Document
Run the generation script:
python3 scripts/generate_document.py <document_type> <data_file> \
--templates-dir assets/templates \
--output-dir <output_directory>Parameters:
<document_type>: One ofproposal,business_plan, orbudget<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:
python3 scripts/generate_document.py proposal my_proposal_data.json \
--templates-dir assets/templates \
--output-dir ./generated_docsStep 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
1. Collect proposal information:
- Project title and subtitle
- Client organization and contact
- Your company name and contact info
- Project details (problem, solution, timeline, budget)
2. Create a JSON data file with proposal fields (see references/document_schemas.md)
3. Run the script:
python3 scripts/generate_document.py proposal proposal_data.json \
--templates-dir assets/templates4. Output: Professional PDF proposal with cover page and content sections
Creating a Business Plan
1. Collect business plan information:
- Company name and legal structure
- Mission and vision statements
- Target market details
- Financial projections
2. Create a JSON data file with business plan fields
3. Run the script:
python3 scripts/generate_document.py business_plan plan_data.json \
--templates-dir assets/templates4. Output: Comprehensive business plan PDF template
Creating an Annual Budget
1. Collect budget information:
- Fiscal year
- Company name
- Budget assumptions (inflation, growth targets)
- Revenue and expense forecasts
2. Create a JSON data file with budget fields
3. Run the script:
python3 scripts/generate_document.py budget budget_data.json \
--templates-dir assets/templates4. 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 databusiness_plan_example.json- Sample business plan databudget_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-dirpoints toassets/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_MAPin 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 typeProfessional Proposal Template.pdfComprehensive Business Plan Template.pdfAnnual Budget Plan Template.pdfexamples/- Sample JSON data files demonstrating proper structureproposal_example.jsonbusiness_plan_example.jsonbudget_example.json
These templates and examples are not loaded into context but referenced during generation.
{
"fiscal_year": "2026",
"company_name": "StartupXYZ Inc.",
"date": "November 3, 2025",
"inflation_rate": "3.5%",
"headcount_growth": "3 new hires in Q2 and Q3",
"sales_growth_target": "20% YOY growth",
"key_metrics": "Average Customer Value: $750; Conversion Rate: 3.2%"
}
{
"company_name": "EcoTech Innovations LLC",
"date": "November 3, 2025",
"mission": "To provide sustainable technology solutions that reduce environmental impact",
"vision": "Becoming the leading provider of eco-friendly tech products by 2030",
"legal_structure": "Limited Liability Company (LLC)",
"business_stage": "Early-stage startup",
"target_market": "Environmentally conscious consumers aged 25-45",
"total_addressable_market": "$2.5 billion"
}
{
"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 | (555) 123-4567",
"date": "November 3, 2025",
"project_name": "Digital Transformation Initiative",
"problem": "outdated legacy systems and manual processes",
"key_technology": "Cloud-based AI automation platform",
"key_metric": "operational efficiency and customer satisfaction",
"timeline": "9 months",
"budget_amount": "$450,000"
}
Bud1 al BudAnnual Budget Plan Template.pdfIlocblob�9��������(Comprehensive Business Plan Template.pdfIlocblob:��������"Professional Proposal Template.pdfIlocblobA.������ @� @� @� @E DSDB `� @� @� @export default async function business_document_generator(input) {
console.log("🧠 Running skill: business-document-generator");
// TODO: implement actual logic for this skill
return {
message: "Skill 'business-document-generator' executed successfully!",
input
};
}
{
"name": "@ai-labs-claude-skills/business-document-generator",
"version": "1.0.0",
"description": "Claude AI skill: business-document-generator",
"main": "index.js",
"files": [
"."
],
"license": "MIT",
"author": "AI Labs"
}Business Document Data Schemas
This document describes the JSON data structure expected for each document type.
Proposal Document Schema
{
"title": "string - Main proposal title",
"subtitle": "string - Subtitle or tagline",
"client_org": "string - Client organization name",
"client_contact": "string - Client contact person name",
"company_name": "string - Your company name",
"contact_info": "string - Your contact email/phone",
"date": "string - Date in format 'Month DD, YYYY'",
"project_name": "string - Name of the project",
"problem": "string - Problem statement",
"key_technology": "string - Technology or approach used",
"key_metric": "string - Key metrics to improve",
"timeline": "string - Project timeline",
"budget_amount": "string - Total budget amount"
}Required Fields
titleclient_orgcompany_name
Optional Fields
All other fields are optional and will use template defaults if not provided.
---
Business Plan Document Schema
{
"company_name": "string - Your company name",
"date": "string - Date in format 'Month DD, YYYY'",
"mission": "string - Company mission statement",
"vision": "string - Company vision statement",
"legal_structure": "string - Legal entity type (LLC, Corp, etc.)",
"business_stage": "string - Current stage (concept, startup, expansion)",
"target_market": "string - Description of target market",
"total_addressable_market": "string - TAM estimate"
}Required Fields
company_name
Optional Fields
All other fields are optional and will use template defaults if not provided.
---
Budget Document Schema
{
"fiscal_year": "string - Year (YYYY)",
"company_name": "string - Your company name",
"date": "string - Date in format 'Month DD, YYYY'",
"inflation_rate": "string - Expected inflation rate",
"headcount_growth": "string - Planned hiring",
"sales_growth_target": "string - Revenue growth target",
"key_metrics": "string - Key business metrics"
}Required Fields
fiscal_yearcompany_name
Optional Fields
All other fields are optional and will use template defaults if not provided.
---
Date Format
All dates should be in the format: "November 3, 2025" (Full month name, day, year)
Example Files
See the assets/examples/ directory for complete example JSON files for each document type:
proposal_example.jsonbusiness_plan_example.jsonbudget_example.json
#!/usr/bin/env python3
"""
Business Document Generator Script
This script generates professional business documents (Proposals, Business Plans, Budgets)
by filling in PDF templates with user-provided data.
"""
import json
import sys
import os
from datetime import datetime
from pathlib import Path
try:
from pypdf import PdfReader, PdfWriter
from reportlab.pdfgen import canvas
from reportlab.lib.pagesizes import letter
from reportlab.pdfbase import pdfmetrics
from reportlab.pdfbase.ttfonts import TTFont
from reportlab.lib.colors import HexColor
import io
except ImportError:
print("ERROR: Required packages not installed.")
print("Please run: pip install pypdf reportlab")
sys.exit(1)
class DocumentGenerator:
"""Generate business documents from templates and JSON data"""
TEMPLATE_MAP = {
'proposal': 'Professional Proposal Template.pdf',
'business_plan': 'Comprehensive Business Plan Template.pdf',
'budget': 'Annual Budget Plan Template.pdf'
}
def __init__(self, templates_dir, output_dir=None):
self.templates_dir = Path(templates_dir)
self.output_dir = Path(output_dir) if output_dir else Path.cwd()
self.output_dir.mkdir(parents=True, exist_ok=True)
def generate_from_json(self, document_type, data_file, output_filename=None):
"""
Generate a document from a template and JSON data file
Args:
document_type: 'proposal', 'business_plan', or 'budget'
data_file: Path to JSON file containing document data
output_filename: Optional custom output filename
Returns:
Path to generated PDF file
"""
# Load data
with open(data_file, 'r') as f:
data = json.load(f)
return self.generate(document_type, data, output_filename)
def generate(self, document_type, data, output_filename=None):
"""
Generate a document from a template and data dictionary
Args:
document_type: 'proposal', 'business_plan', or 'budget'
data: Dictionary containing document data
output_filename: Optional custom output filename
Returns:
Path to generated PDF file
"""
if document_type not in self.TEMPLATE_MAP:
raise ValueError(f"Invalid document type: {document_type}. "
f"Must be one of: {list(self.TEMPLATE_MAP.keys())}")
template_name = self.TEMPLATE_MAP[document_type]
template_path = self.templates_dir / template_name
if not template_path.exists():
raise FileNotFoundError(f"Template not found: {template_path}")
# Generate output filename
if not output_filename:
timestamp = datetime.now().strftime("%Y%m%d_%H%M%S")
output_filename = f"{document_type}_{timestamp}.pdf"
output_path = self.output_dir / output_filename
# Generate the document based on type
if document_type == 'proposal':
self._generate_proposal(template_path, data, output_path)
elif document_type == 'business_plan':
self._generate_business_plan(template_path, data, output_path)
elif document_type == 'budget':
self._generate_budget(template_path, data, output_path)
return output_path
def _generate_proposal(self, template_path, data, output_path):
"""Generate a project proposal document"""
# Read template
reader = PdfReader(template_path)
writer = PdfWriter()
# Create overlay with user data
packet = io.BytesIO()
can = canvas.Canvas(packet, pagesize=letter)
# Page 1 - Cover page
can.setFont("Helvetica-Bold", 16)
can.setFillColor(HexColor("#1e3a5f"))
# Title
title = data.get('title', 'Project Proposal Title Here')
can.drawCentredString(306, 650, title)
# Subtitle
can.setFont("Helvetica", 14)
subtitle = data.get('subtitle', 'A Comprehensive Plan')
can.drawCentredString(306, 625, subtitle)
# Prepared For
can.setFont("Helvetica-Bold", 12)
can.drawCentredString(306, 520, "Prepared For:")
can.setFont("Helvetica", 11)
can.drawCentredString(306, 500, data.get('client_org', 'Client/Organization Name'))
can.drawCentredString(306, 485, data.get('client_contact', "Contact Person's Name"))
# Prepared By
can.setFont("Helvetica-Bold", 12)
can.drawCentredString(306, 440, "Prepared By:")
can.setFont("Helvetica", 11)
can.drawCentredString(306, 420, data.get('company_name', 'Your Company/Name'))
can.drawCentredString(306, 405, data.get('contact_info', 'Contact Email or Phone'))
# Date
can.setFont("Helvetica", 12)
date_str = data.get('date', datetime.now().strftime("%B %d, %Y"))
can.drawCentredString(306, 340, date_str)
can.showPage()
can.save()
# Merge with template
packet.seek(0)
overlay = PdfReader(packet)
for i, page in enumerate(reader.pages):
if i < len(overlay.pages):
page.merge_page(overlay.pages[i])
writer.add_page(page)
# Write output
with open(output_path, 'wb') as output_file:
writer.write(output_file)
def _generate_business_plan(self, template_path, data, output_path):
"""Generate a business plan document"""
# Similar approach - overlay data on template
reader = PdfReader(template_path)
writer = PdfWriter()
packet = io.BytesIO()
can = canvas.Canvas(packet, pagesize=letter)
# Page 1 - Cover page
can.setFont("Helvetica-Bold", 18)
can.setFillColor(HexColor("#000000"))
company_name = data.get('company_name', 'Your Company Name')
can.drawCentredString(306, 650, company_name)
can.setFont("Helvetica", 12)
date_str = data.get('date', datetime.now().strftime("%B %d, %Y"))
can.drawCentredString(306, 600, date_str)
can.showPage()
can.save()
packet.seek(0)
overlay = PdfReader(packet)
for i, page in enumerate(reader.pages):
if i < len(overlay.pages):
page.merge_page(overlay.pages[i])
writer.add_page(page)
with open(output_path, 'wb') as output_file:
writer.write(output_file)
def _generate_budget(self, template_path, data, output_path):
"""Generate a budget plan document"""
reader = PdfReader(template_path)
writer = PdfWriter()
packet = io.BytesIO()
can = canvas.Canvas(packet, pagesize=letter)
# Page 1 - Cover page
# Draw white rectangles to cover template text
can.setFillColor(HexColor("#FFFFFF"))
can.rect(200, 655, 220, 30, fill=1, stroke=0) # Cover "Fiscal Year [YYYY]"
can.rect(200, 625, 220, 25, fill=1, stroke=0) # Cover "Your Company Name"
can.rect(200, 595, 220, 25, fill=1, stroke=0) # Cover date
# Add new text
can.setFillColor(HexColor("#000000"))
can.setFont("Helvetica-Bold", 16)
fiscal_year = data.get('fiscal_year', 'YYYY')
can.drawCentredString(306, 665, f"Fiscal Year {fiscal_year}")
can.setFont("Helvetica", 12)
company_name = data.get('company_name', 'Your Company Name')
can.drawCentredString(306, 635, company_name)
date_str = data.get('date', datetime.now().strftime("%B %d, %Y"))
can.drawCentredString(306, 610, date_str)
can.showPage()
can.save()
packet.seek(0)
overlay = PdfReader(packet)
for i, page in enumerate(reader.pages):
if i < len(overlay.pages):
page.merge_page(overlay.pages[i])
writer.add_page(page)
with open(output_path, 'wb') as output_file:
writer.write(output_file)
def main():
"""Command-line interface for document generation"""
import argparse
parser = argparse.ArgumentParser(
description='Generate professional business documents from templates'
)
parser.add_argument(
'document_type',
choices=['proposal', 'business_plan', 'budget'],
help='Type of document to generate'
)
parser.add_argument(
'data_file',
help='JSON file containing document data'
)
parser.add_argument(
'--templates-dir',
default='templates',
help='Directory containing PDF templates (default: templates)'
)
parser.add_argument(
'--output-dir',
default='output',
help='Directory for generated PDFs (default: output)'
)
parser.add_argument(
'--output-filename',
help='Custom output filename (optional)'
)
args = parser.parse_args()
try:
generator = DocumentGenerator(args.templates_dir, args.output_dir)
output_path = generator.generate_from_json(
args.document_type,
args.data_file,
args.output_filename
)
print(f"✅ Document generated successfully: {output_path}")
except Exception as e:
print(f"❌ Error generating document: {e}", file=sys.stderr)
sys.exit(1)
if __name__ == '__main__':
main()
Related skills
How it compares
Use business-document-generator for quick structured business docs rather than general markdown or LaTeX document skills aimed at technical writing.
FAQ
What does business-document-generator do?
This skill should be used when the user requests to create professional business documents (proposals, business plans, or budgets) from templates. It provides PDF templates and.
When should I use business-document-generator?
User asks about business document generator or related SKILL.md workflows.
Is business-document-generator safe to install?
Review the Security Audits panel on this page before installing in production.