AI-Powered-Quotation-Software-Releases

Overview

This is a professional Quotation management software designed to streamline the process of generating financial documents and managing client relationships. It includes a modern dashboard, comprehensive document generation tools, and integrated marketing bots.

Features

• Document Generation: Easily create and export:
  • Quotations
  • Tax Invoices
  • Commercial Invoices
  • Delivery Challans (with auto-generated signature notes)
• Dashboard & Analytics:
  • Real-time sales performance graphs.
  • Monthly sales summaries.
  • Recent activity tracking.
• Client Management:
  • Detailed client history and ledgers.
  • Quick access to client summaries.
• Marketing Automation:
  • WhatsApp Bot: Send bulk messages with attachments for marketing campaigns.
  • Instagram Lead Miner: Automated DM bot to reach potential clients.
• Security & User Management:
  • Secure Login System with "Remember Me" functionality.
  • Enhanced: Full-screen login and setup interface.
  • New: Profile picture upload for user accounts.
  • Password recovery via security question.
  • Role-based access (Admin/User).
• Customization:
  • Custom header/footer and logo alignment.
• PDF Generation: High-quality PDF output using ReportLab.
• Offline AI assistant : An offline ai assistant.Your personal ai assistant to assist you. You can ask anything from that like gpt and grmini.
• AI Agent:An ai agent that simply takes command from you and a sample template and items (either you give hand written or printed document or write manually ) and then takes a sample of that doocument you want to generate and then analyze it's format and at the end generate it.
• Invite team:You can invite a team and give access to your team mates

Technology Used:-

1. User Interface (UI) & Theme Styling

• tkinter – Builds the desktop graphical user interface (GUI), including windows, buttons, input fields, canvas grids, and scrollable frames.
• ttkbootstrap – Applies modern themes and styling to tkinter widgets, replacing the default appearance with a clean, professional design.
• Pillow (PIL) – Loads, resizes, crops, and processes images (PNG, JPG, ICO) for logos, icons, and document headers.

2. Document Generation & Export

• reportlab – Generates professionally formatted PDF documents such as Quotations, Invoices, and Delivery Challans.
• python-docx – Creates and exports Microsoft Word (.docx) documents.
• openpyxl – Generates and formats Microsoft Excel (.xlsx) spreadsheets.

3. Database, Networking & Utilities

• sqlite3 – Stores and manages application data locally using SQLite databases.
• requests – Sends HTTP requests, such as communicating with local Ollama AI endpoints.
• json – Reads and writes structured JSON data for settings, configurations, and AI responses.
• re – Performs regular expression (regex) operations for text parsing and data extraction.
• qrcode – Generates QR codes for invoices and other printable documents.

4. System & Process Management

• os / sys – Handles file paths, directories, and system-level operations.
• shutil – Copies and moves generated files between directories.
• webbrowser / subprocess – Opens document previews and executes external programs or print commands.
• time / datetime – Manages dates, timestamps, document creation times, and validity periods.

How to Use

1. Installation: Ensure Python is installed along with the required libraries (selenium, pandas, reportlab, ttkbootstrap, etc.).
2. Launch: Run the quotation.py file to start the application.

   python quotation.py

3. Setup: On the first run, you will be prompted to set up an Admin profile.
4. Operation: Use the dashboard to navigate between creating quotations, invoices, and managing marketing tools.

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Public Downloads While Source Stays Private

Use this repository as private source code, and publish installers to a separate public repository:

1. Create a public repository (example: your-org/Quotation-Software-Downloads).
2. In this private repository, add:
   • Repository variable: PUBLIC_DOWNLOADS_REPO = owner/public-download-repo
   • Repository secret: PUBLIC_REPO_TOKEN = GitHub PAT with repo access to the public downloads repository
3. Push a version tag (for example v5.3.0) to trigger the release workflow.
4. The workflow uploads Windows and macOS binaries to the public repository release with the same tag.

Do not use GitHub Actions artifact URLs for end-user downloads, because they require authenticated access.

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We will improve it further.