Workflow Agent
Proposal Agent
Win more deals with faster, better proposals
Proposal creation is one of the highest-leverage activities in your sales process — and one of the most time-consuming. The Proposal Agent generates complete, professionally formatted proposals from a deal brief in minutes.
The Problem
Why this agent exists
Sales teams spend 4–8 hours building each proposal — hunting for pricing, writing service descriptions, formatting decks, and sourcing relevant case studies. Deals stall while reps chase internal approvals and wait for proposal review.
Capabilities
What the Proposal Agent handles
A complete set of automated capabilities that eliminate manual work and improve operational consistency.
Proposal generation from deal brief
Automated capability that eliminates manual effort and improves consistency across your team.
Pricing and scope assembly
Automated capability that eliminates manual effort and improves consistency across your team.
Case study matching and inclusion
Automated capability that eliminates manual effort and improves consistency across your team.
Terms and conditions integration
Automated capability that eliminates manual effort and improves consistency across your team.
Approval workflow routing
Automated capability that eliminates manual effort and improves consistency across your team.
Version control and tracking
Automated capability that eliminates manual effort and improves consistency across your team.
Win/loss pattern analysis
Automated capability that eliminates manual effort and improves consistency across your team.
Template library management
Automated capability that eliminates manual effort and improves consistency across your team.
In Practice
How companies deploy this agent
01
RFP Response Automation
When an RFP arrives, the Proposal Agent maps requirements to your capabilities, drafts responses for each section, and assembles the final document for team review and submission.
02
Standard Service Proposals
For standard service engagements, reps provide a deal brief and the agent generates a complete proposal — scope, pricing, terms, timeline, and relevant case studies — in under 30 minutes.
03
Multi-Scope Complex Proposals
For deals with multiple service lines, locations, or phases, the Proposal Agent handles the assembly and internal routing for pricing approval and executive sign-off.
04
Proposal Analytics
Track which proposal formats, pricing structures, and case studies correlate with wins — and continuously improve your proposal playbook.
Outcomes
Proposal Agent outcomes
Measured results from Operating AI™ deployments.
Reduction in proposal creation time
More proposals per rep per month
Higher proposal win rate
Average proposal turnaround
Integrations
The Proposal Agent connects to your stack
Operating AI™ connects natively with the systems your business already uses.
Security & Governance
Built with enterprise-grade oversight
Every vb.co agent operates within a strict governance framework — human-in-the-loop approval points, complete audit logging, access controls aligned to your existing permissions, and monitoring that surfaces anomalies before they become problems.
- Role-based access controls
- Complete audit trail on every action
- Human approval gates on sensitive workflows
- Anomaly detection and alerting
- Data residency and privacy controls
- SOC 2 compliant infrastructure
Zero Trust Access
Every request authenticated and authorized
Full Audit Log
Every action recorded and traceable
Human Oversight
Configurable approval points at every stage
Data Privacy
Your data never trains our models
FAQ
Frequently asked questions
During implementation, we map your service catalog, pricing models, and standard terms into a structured knowledge base. The agent uses this data to assemble accurate, current proposals.
Get started
Ready to deploy your Proposal Agent?
Talk to an Operating AI™ specialist about building your AI agent workforce.