Open source · MIT
Discovery calls in.
Branded proposals out.
A pipeline that turns a meeting transcript into a signature-ready Quote + SOW in under five minutes. Schema-validated end to end, eval-driven, self-hosted on your stack. Built for AI agencies.
Transcript
[12:34]So what we're looking at is automating the entire intake process. Right now we lose about twelve hours a week just on follow-ups…
[14:18]I'd estimate a $5K pilot followed by a monthly retainer. Send the proposal Friday?
Proposal · v1
Acme Co · Quote + SOW
12 pages · ready to send
The loop
From transcript to signed proposal.
01
Drop the transcript
Paste it in or wire a webhook from Read.ai, Fathom, or Fireflies. Signature-verified, idempotent.
02
The pipeline does the work
Extract → pricing-readiness gate → generate → critique → render. Schema-validated end to end, retried on stochastic failures.
03
Edit, send, track
In-browser preview, mailto handoff, six e-sign providers for the close. Failure modes surface inline.
Integrations
Connects to what you already use.
Three meeting recorders for inbound transcripts. Six e-signature providers for the close. Add yours via the same provider abstraction.
Meeting recorders
- Read.aiSupported
- FathomSupported
- FirefliesSupported
E-signature providers
- DocuSignSupported
- PandaDocSupported
- SignWellSupported
- BoldSignSupported
- OpenSignSupported
- Wet SignSupported
Under the hood
Built for engineers who hate proposal slop.
Schema-validated LLM output
Every section parses against a Zod schema before render. Failed parses retry with a temperature nudge; persistent failures fail the run loud, not silent.
Eval-driven CI gate
Golden-set evals run on every PR. Regression beyond 5% fails the build. Prompts ship only when they win pairwise.
Adversarial review workflow
Multi-model challenge on every diff. Cloud reviews surface P1 issues before merge — no rubber stamps.
Operator-tunable templates
Your tiers, your prose, your terms, your discovery questions. Settings replace generic defaults; per-vertical fallbacks fill the gaps.
427
tests
9
integrations
20
API routes
<5min
transcript → PDF
Get started
Clone, configure, ship.
Terminal
# Clone git clone https://github.com/janderswag/proposal-agent.git cd proposal-agent # Install + run the eval suite npm install npm run eval # Deploy to Vercel vercel deploy --prod