Short answers to the questions that come up most.
Can my client see a draft?
No. A proposal is only visible to a client once you send it.
How do my clients receive a proposal?
Export the finished proposal from the editor as a PDF or a self-contained web page, then send it to your client however you normally would. They need no ProposalKit account and nothing installed — a PDF opens in any reader, and the exported page opens in any browser on phone, tablet or desktop.
Can I use my own branding?
Yes — your logo, brand colours and typeface, plus 12 document themes to choose from. See Profile & branding.
Can I change a proposal after sending it?
Yes. Edit it, bump the version so you can tell revisions apart, then export and send the updated document.
What currencies are supported?
Any currency you set on the proposal. The country templates default sensibly — rupees for India, dollars for the United States, pounds for the United Kingdom.
Is two-factor authentication really compulsory?
Yes. Proposals hold client contact details, contract values and signatures, so a password alone is not enough. See Signing in safely.
Claude on the web, Claude Desktop, the Claude terminal app and the Claude editor extension, plus Cursor, Windsurf, Antigravity, Cline and Roo Code. See Connect an AI client.
Can my assistant create a proposal without asking me?
No. It has to walk you through the template, the client and a review summary, and it will not create anything until you confirm. See The guided builder.
Can I try it before signing up?
Yes — see Guest mode. Bear in mind guest work stays in that browser.
