{"templates":[{"id":"quote","name":"Quote / Estimate","description":"Quote with company and client blocks, line items, discount, tax, totals, notes, terms and an acceptance block.","orientation":"portrait","required_fields":["company","client","quote_number","date","items"],"example":{"template":"quote","data":{"company":{"name":"Quorvale Design Studio LLC","address":"100 Fictional Avenue, Suite 12\nSampletown, EX 00000","email":"hello@example.com","phone":"(678) 999-8212","website":"www.example.com","tax_id":"Tax ID EX-0000000 (fictional)"},"client":{"name":"Thistlebrook Trading Co.","contact_name":"Marlo Fenwhistle","address":"88 Imaginary Road\nExampleville, EX 00000","email":"marlo@example.com","phone":"(678) 999-8212"},"quote_number":"Q-2026-0142","date":"2026-09-28","valid_until":"2026-10-28","project":"E-commerce storefront refresh","prepared_by":"Ollo Brightvane","currency":"USD","items":[{"description":"Discovery workshop","details":"Half-day session with stakeholders, requirements summary","quantity":1,"unit_price":1200},{"description":"UX wireframes","details":"Home, category, product, cart, checkout","quantity":5,"unit":"pages","unit_price":350},{"description":"Visual design system","quantity":1,"unit_price":2400},{"description":"Front-end development","quantity":64,"unit":"hrs","unit_price":115},{"description":"Product data migration","details":"Up to 1,500 SKUs from CSV","quantity":1,"unit_price":950},{"description":"Launch support","quantity":8,"unit":"hrs","unit_price":95}],"discount_percent":5,"discount_label":"Returning client discount","tax_rate":0,"notes":"Pricing assumes content (copy and product photos) is supplied by Thistlebrook before development starts.","terms":"50% deposit due on acceptance, balance due on launch. Quote valid for 30 days. Additional work billed at $115/hr."},"branding":{"brand_color":"#1F5F8B"}}},{"id":"invoice","name":"Invoice","description":"Invoice with bill-to/ship-to, due date, PO number, line items, tax, amount paid, balance due and payment instructions.","orientation":"portrait","required_fields":["company","bill_to","invoice_number","date","items"],"example":{"template":"invoice","data":{"company":{"name":"Quorvale Design Studio LLC","address":"100 Fictional Avenue, Suite 12\nSampletown, EX 00000","email":"hello@example.com","phone":"(678) 999-8212","website":"www.example.com","tax_id":"Tax ID EX-0000000 (fictional)"},"bill_to":{"name":"Thistlebrook Trading Co.","contact_name":"Marlo Fenwhistle","address":"88 Imaginary Road\nExampleville, EX 00000","email":"marlo@example.com","phone":"(678) 999-8212"},"ship_to":null,"invoice_number":"INV-2026-0317","date":"2026-09-28","due_date":"2026-10-28","po_number":"PO-55120","payment_terms":"Net 30","currency":"USD","items":[{"description":"Front-end development (September)","quantity":42,"unit":"hrs","unit_price":115},{"description":"Hosting & maintenance plan","details":"Monthly retainer","quantity":1,"unit_price":450},{"description":"Stock photography license","quantity":12,"unit_price":18.5},{"description":"Rush turnaround surcharge","quantity":1,"unit_price":300}],"tax_rate":8.25,"tax_label":"Sales tax","amount_paid":2000,"payment_instructions":"Bank transfer: Example Bank, Routing 000000000, Account 0000123456 (fictitious)\nPlease include the invoice number as the payment reference.","notes":"Thank you for your business!"},"branding":{"brand_color":"#2E6B4F"}}},{"id":"receipt","name":"Receipt","description":"Payment receipt with items, tax, payment method and transaction ID.","orientation":"portrait","required_fields":["company","receipt_number","date","items"],"example":{"template":"receipt","data":{"company":{"name":"Puddlefern Café","address":"12 Placeholder Lane\nFictionburg, EX 00000","phone":"(678) 999-8212","website":"www.example.com"},"customer":{"name":"Juniper Mossgrove","email":"juniper@example.com"},"receipt_number":"R-000981","date":"2026-09-28","payment_method":"Paid by card","transaction_id":"TXN-EXAMPLE-0001","currency":"USD","items":[{"description":"Catering platter - Mediterranean","quantity":2,"unit_price":64},{"description":"Cold brew growler (64 oz)","quantity":3,"unit_price":18},{"description":"Seasonal pastry box","quantity":1,"unit_price":32},{"description":"Delivery","quantity":1,"unit_price":15}],"tax_rate":7,"notes":"Thanks for supporting local! Questions? Reply to your email receipt."},"branding":{"brand_color":"#8A5A2B"}}},{"id":"certificate","name":"Certificate","description":"Landscape certificate of completion/achievement with signature lines.","orientation":"landscape","required_fields":["recipient_name","achievement","date"],"example":{"template":"certificate","data":{"title":"Certificate of Completion","recipient_name":"Corin Ashvale","achievement":"Spreadsheet Automation Masterclass","description":"Successfully completed 12 hours of instruction and a final project on workflow automation.","date":"2026-09-28","certificate_id":"CERT-2026-04417","company":{"name":"Gladewick Learning Guild","website":"www.example.com"},"signatories":[{"name":"Delphine Starrow","title":"Lead Instructor"},{"name":"Bastien Quillfeather","title":"Program Director"}]},"branding":{"brand_color":"#6B4C9A"}}},{"id":"packing_slip","name":"Packing Slip","description":"Packing slip with ship-to, shipment details and SKU / ordered / shipped quantities (no prices).","orientation":"portrait","required_fields":["company","ship_to","order_number","date","items"],"example":{"template":"packing_slip","data":{"company":{"name":"Hollowmere Home Goods","address":"900 Makebelieve Way, Unit B\nSampletown, EX 00000","email":"orders@example.com","phone":"(678) 999-8212"},"ship_to":{"name":"Ines Larkspurr","address":"27 Specimen Street, Apt 4C\nExampleville, EX 00000","phone":"(678) 999-8212"},"order_number":"BR-104522","date":"2026-09-26","ship_date":"2026-09-28","shipping_method":"Standard ground","tracking_number":"TRK-EXAMPLE-000123","package_count":2,"weight":"14.2 lb","items":[{"sku":"LIN-QN-OAT","description":"Stonewashed linen duvet cover - Queen, Oat","quantity_ordered":1,"quantity":1},{"sku":"LIN-PC-OAT","description":"Linen pillowcase pair - Oat","quantity_ordered":2,"quantity":2},{"sku":"CER-MUG-SG","description":"Stoneware mug - Sage","quantity_ordered":4,"quantity":4},{"sku":"CND-CED-8","description":"Fireside candle, 8 oz","quantity_ordered":2,"quantity":1,"details":"1 unit backordered - ships separately"}],"notes":"Backordered items ship at no extra cost. Returns accepted within 30 days."},"branding":{"brand_color":"#37474F"}}},{"id":"proposal","name":"Proposal","description":"Multi-section proposal with summary, sections, milestones, optional pricing table and acceptance block.","orientation":"portrait","required_fields":["title","company","client","date"],"example":{"template":"proposal","data":{"title":"Operations Dashboard & Automation Proposal","company":{"name":"Quorvale Design Studio LLC","address":"100 Fictional Avenue, Suite 12\nSampletown, EX 00000","email":"hello@example.com","phone":"(678) 999-8212","website":"www.example.com","tax_id":"Tax ID EX-0000000 (fictional)"},"client":{"name":"Thistlebrook Trading Co.","contact_name":"Marlo Fenwhistle","address":"88 Imaginary Road\nExampleville, EX 00000","email":"marlo@example.com","phone":"(678) 999-8212"},"proposal_number":"P-2026-021","date":"2026-09-28","valid_until":"2026-10-31","prepared_by":"Ollo Brightvane, Principal Consultant","summary":"Thistlebrook currently tracks orders, inventory and supplier quotes across four spreadsheets. This proposal outlines a single Airtable base with automated quote and invoice generation, cutting manual admin by an estimated 6-8 hours per week.","sections":[{"heading":"Goals","body":"1. One source of truth for orders, inventory and suppliers.\n2. Quotes and invoices generated from records in one click.\n3. Weekly inventory report emailed automatically."},{"heading":"Approach","body":"We start with a two-hour discovery call to map current workflows, then build the base iteratively with a review at each milestone. Your team gets a recorded walkthrough and written runbook at hand-off."},{"heading":"What's not included","body":"Third-party subscription costs (Airtable, automation platforms) and data clean-up beyond the first 2,000 records."}],"milestones":[{"name":"Discovery & data model","timing":"Week 1","description":"Workflow mapping, base schema sign-off"},{"name":"Base build & migration","timing":"Weeks 2-3","description":"Tables, views, import of existing spreadsheets"},{"name":"Automations & documents","timing":"Week 4","description":"Quote/invoice PDFs, inventory report"},{"name":"Training & hand-off","timing":"Week 5","description":"Live session, recording, runbook"}],"currency":"USD","items":[{"description":"Discovery & data model","quantity":1,"unit_price":1500},{"description":"Base build & migration","quantity":1,"unit_price":4200},{"description":"Automations & document templates","quantity":1,"unit_price":2800},{"description":"Training & hand-off","quantity":1,"unit_price":900}],"terms":"40% on signature, 40% at milestone 3, 20% on hand-off. Proposal valid until the date above."},"branding":{"brand_color":"#1F5F8B"}}}]}