AI-Powered Proposals, SOWs & Instant Invoicing

The Modern Infrastructure Behind Winning Proposals & SOWs.

From freelancers to scaling agencies, craft interactive proposals and statements of work (SOW), streamline milestone billing, and track client approvals to win higher-value clients and close deals faster.

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Free 30-day trial • No credit card required • Instant setup

Complete Proposal Infrastructure

From first pitch to final payment. Everything you need to close.

Replace scattered PDFs, messy email threads, and manual invoice tracking with one unified, client-friendly platform.

Interactive Proposal & SOW Builder

Create visually captivating proposals and Statements of Work (SOW) with modular deliverables, flexible scope sections, and live dynamic pricing calculators tailored to your client.

Modular SOW Blocks • Dynamic Pricing • Brand Kit

Client Management & Directory

Save and organize your entire client database, manage company contacts, track ongoing proposals, and keep client records organized in one place.

Client Directory • Contact Records • Proposal History

Milestone Billing & Receipts

Turn signed proposals into professional invoices automatically. Track milestone payments, send automated receipts, and keep client balances clear.

Auto-Invoice • Milestone Payments • Instant Receipts

Unified Team Workspace & CRM

Track every active deal, manage client profiles, monitor pipeline revenue, and organize your proposals in one high-speed centralized dashboard.

Deal Pipeline • Revenue Tracking • Activity Logs

Step-by-Step Workflow

How ProposalKit transforms your deal closing workflow.

Step 1
Build & Customize

Select a proven agency template, insert dynamic scope tables, and align brand typography in minutes.
Step 2
Export & Send

Export a branded PDF or self-contained web page and send it on. Your client needs no account and nothing installed.
Step 3
Collect E-Signatures

Clients sign directly in the browser with ESIGN and UETA compliant cryptographic audit certificates.
Step 4
Automated Invoicing

Convert agreed terms into structured milestone invoices with instant payment receipts via Stripe.

The ProposalKit Advantage

Stop losing deals to static PDFs. Upgrade to interactive proposals.

The Friction

Traditional Static PDFs (Slow & Manual)

Rigid, non-interactive documents that break on mobile screens.
Printing, signing, scanning, and emailing back-and-forth.
Manual invoice drafting and disconnected deposit chasing.

The Modern Standard

The ProposalKit Experience (Instant & Automated)

High-speed interactive web links with live package recalculations.
Instant 1-click legal electronic signatures on any device.
Automated Stripe-enabled milestone invoices with receipt delivery.

Documentation & AI Integration Guides

Everything you need to close deals and automate workflows.

Explore step-by-step guides for proposals, dynamic pricing, e-signatures, and Model Context Protocol (MCP) AI assistants.

Getting Started

Proposals & Features

AI Assistants & MCP

Account, Security & Help

Clear Answers & Support

Frequently asked questions.

Everything you need to know about ProposalKit, private workspace access, and payment workflows.

Can anyone sign up right now, or is ProposalKit invite-only?

ProposalKit is currently in private workspace access mode. Open public sign-ups are temporarily paused so our team can provide dedicated infrastructure, white-glove onboarding, and guaranteed deliverability for every active agency and freelancer. You can apply for early access directly on this website.

How do dynamic pricing tables work for my clients?

Instead of sending rigid PDFs that force endless email back-and-forth, you can embed interactive packages and optional add-ons into your proposals. Clients can select or toggle line items directly in their browser, and total contract values recalculate automatically in real time before they sign.

Are electronic signatures collected through ProposalKit legally binding?

Yes, 100%. Every signature captured via ProposalKit generates a cryptographic SHA-256 audit certificate containing timestamps, verified signer email, IP address logs, and device metadata. It is fully compliant with the ESIGN Act and UETA regulations globally.

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.

How does automated milestone billing and invoicing work?

When your client signs the proposal, ProposalKit automatically converts the agreed payment terms into structured milestone invoices. Clients can settle deposits immediately via Stripe, and automated branded receipts are emailed instantly.

Can I customize the proposal layout and brand themes?

Every template is fully modular. You can configure custom brand color palettes, upload studio logos, customize typography pairings, and drag-and-drop scope blocks to match your agency's exact aesthetic.

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Join leading agencies, studios, and freelance professionals accelerating their proposals with ProposalKit.

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