Vex AI Proposal Generator
No more wrestling with templates. Open Vex AI, describe what you need in a single message, and your proposal is ready in minutes.
1. Open Gammatica Vex AI In the left-hand menu, click Vex AI. This opens the chat, where you talk to Vex directly.
2. Ask Gammatica Vex AI to build the proposal — two ways
- Provide the data yourself: "Create a proposal based on the following details…" — then list the line items, prices, and deadline.
- Or reference an existing client: "Create a proposal for [Client name]." — Vex automatically pulls the details from your CRM.
3. Add the details Include what the proposal covers, the price, the terms, and how long it's valid. The more specific you are, the more accurate the result.
4. Vex builds it — in minutes Vex assembles the complete, client-tailored proposal for you.
5. Edit with a click Want to change something? Click any text in the proposal and edit it directly.
6. Manage versions Create multiple versions and switch between them — e.g. a standard and a premium option.
7. Export to PDF When it's ready, export to PDF in one click and send it to your client.
Example prompt (paste this into the chat)
If you provide the data:
Create a proposal based on the following details: – Client: [name] – Service/product: [what you're offering] – Line items and prices: [item – price] – Validity: [e.g. 30 days] – Other: [payment terms, deadline, notes]
The finished proposal should fill the space, leave no empty gaps, and keep all text large and easy to read — a professional, finished document, not a template.
If you reference an existing client:
Create a proposal for [Client name]. The service is [X], priced at [Y], valid for [Z].
The finished proposal should fill the space, leave no empty gaps, and keep all text large and easy to read — a professional, finished document, not a template.
Note — the layout rules belong in the system prompt, not the user prompt
The line above is a safe fallback so the output looks right even before your developer wires it in. But the real home for these rules is Vex's proposal-generation system prompt, so every proposal looks right regardless of what the user types: