What ProposalKit is

ProposalKit turns a template into a client-ready proposal, tracks it through send, acceptance and payment, and keeps your client directory and revenue history alongside it.

Everything the app can do, an AI assistant can also do. Connect Claude, Cursor, Windsurf or Antigravity and it works on the same workspace — a proposal drafted in a chat opens in the editor, and an edit in the editor is what the assistant sees next.

What you can do

• Proposals — build from 14 ready templates, edit sections and pricing, preview, export to PDF.
• Clients — a directory with contact details, proposal counts, revenue and outstanding balances.
• Money — milestone invoicing, payments, receipts and balances.
• E-signatures — capture a signature against a proposal.
• AI control — all of the above from your assistant, conversationally.

Who it is for

Freelancers and agencies who send proposals often enough that rewriting the same document is wasted time, and who would rather chase a signature than a PDF attachment.

Where to go next

• Quickstart — from signing in to your first sent proposal.
• Connect an AI client — put ProposalKit in Claude or your editor.
• Creating proposals — the three-step builder and the proposal lifecycle.
• Tool reference — everything your assistant can do.