Drafted from the deal itself
The agent pulls scope from your notes and meetings, pricing from your quote, and terms from your templates — so the draft starts 90% right.
Proposal Generator · on the Vertiqa OS
Coming soon
From "send me a proposal" to a reviewed draft before lunch.
Vertiqa's Proposal Generator will assemble a client-ready proposal from the deal's real context — scope, pricing, terms — for you to review and send.
The problem it removes
Proposals are copy-paste archaeology: last quarter's document, someone else's pricing, find-and-replace the client name and hope you caught them all. Each one costs an evening.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Your voice, your structure
Proposals follow your format and language, learned from the ones you have already sent — not a generic template with your logo.
Review before anything leaves
Drafts land in your approval queue with every claim traceable to its source. You edit, approve, and send.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Proposal Generator will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Never sends a proposal — you review and approve every document before the client sees it.
- Never invents pricing or terms; anything it could not find in your data is flagged as a gap, not filled with a guess.
Built for
Frequently asked
Is the Proposal Generator agent available today?
Not yet — Proposal Generator is in development on the Vertiqa OS. This page describes what it will do so you can tell us whether it fits how you work. Four agents are live today; see the full roster on the Agents page.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Proposal Generator agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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