Problem
Finding templates, copying email data, reusing documents and preparing messages created manual steps and risked using the wrong customer, template, attachment or document version.
DOCUMENTS AND EMAIL
INTERNAL USEProposta Comercial
ODT/PDF generation with human review
I evolved the proposal workflow into a controlled internal application for request data, customer and template selection, ODT/PDF generation, review, approval, email preparation and history.
Current use4 professionals · daily use
TechnologiesPython · PySide6 · SQLite · IMAP/SMTP · LibreOffice
ResultSimple proposals: 2–4 min → under 30 s
WORKFLOW SCREENS
From request selection to final review
The screens show the demonstration version without customer data or private business rules.
My work
I observed the existing process, gathered requirements with Commercial users, then developed, deployed, trained and supported the solution used by four professionals.
Privacy
Source code, templates, commercial data and complete integrations remain private.
What I built
Request reading, customer/equipment identification, template selection, ODT/PDF generation, history, preview, human approval and email preparation.
How it works
Python and PySide6 organize the interface; SQLite stores history; IMAP/SMTP connect email; LibreOffice converts documents to PDF.
Current result
- Used daily by four professionals.
- Supports approximately three to five proposals per day.
- Simple proposals reduced from two to four minutes to under 30 seconds.
Human supervision
Human review remains mandatory before the external effect; the workflow also preserves who prepared, approved and sent the proposal.
Next evolutions
Formal template versioning, cycle metrics, approved ERP integration and role-based approval history.
This case presents the architecture, demonstration screens and results of an internal application in use.
Next projectCarreiraPessoal
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