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PROJECT CASE STUDY / Document automation

Proposal Builder System

Replace repeated calculations and manual proposal assembly with a controlled workflow from customer data to a finished HTML document.

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Proposal Builder System
Preview published in the repository · GitHub

The problem

Managers had to move customer data, equipment configurations, financial figures and document layouts through repetitive manual steps, increasing the chance of inconsistent values.

The solution

A web application separates structured inputs, the calculation engine and reusable HTML designs. Proposal data does not depend on how the final document looks.

Implemented features

  • Required-field validation and automatic technical/financial calculations.
  • Custom HTML templates driven by stable field codes.
  • Drafts, editing, copying and document history.
  • Recalculation of derived values when a saved proposal is reopened.

Technical approach

Python · Flask · Waitress · JavaScript · HTML templates · REST-style API. The core design separates input data, calculation rules and presentation, with distinct create/update paths for drafts.

Demonstration & validation

The public case documents validation and the edit, copy and recalculate workflows. The repository's SVG preview is a stylized interface illustration, not an unedited screenshot. An interactive Demo Edition is available above, with isolated fictional data.

Scope & privacy

Demo Edition source code is publicly available; production customer data, private settings and credentials are not published. No unverified time-saving metrics are claimed.

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