Line items from the job description
Describe the job — or let it read the intake notes — and the agent proposes the line items, quantities, and labor from your catalog.
Quote & Estimate Assistant · on the Vertiqa OS
Coming soon
Turn a job description into a line-itemed estimate in minutes.
Vertiqa's Quote & Estimate Assistant will draft line-itemed estimates from the job description, your catalog, and your own pricing history — reviewed before it ever goes out.
The problem it removes
Estimates bottleneck on the one person who knows the pricing. Jobs wait days for a quote, and rushed quotes miss line items that come out of your margin later.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
Priced from your history
Suggested pricing reflects what you have actually quoted and won for similar jobs, flagging anything unusual for a human eye.
Catches the forgotten items
It cross-checks similar past jobs and flags commonly missed items — permits, disposal, travel — before the estimate goes out the door.
Builds on the shipped RFQ Agent, which already parses inbound RFQs into draft estimates today.
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
Quote & Estimate Assistant 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 an estimate to a customer — every quote is reviewed and approved by your team first.
- Never overrides your pricing rules; discounts beyond policy are flagged for a human decision.
Built for
Frequently asked
Is the Quote & Estimate Assistant agent available today?
Builds on the shipped RFQ Agent, which already parses inbound RFQs into draft estimates today.
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 Quote & Estimate Assistant 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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