ProposalKit ProposalKit Docs

Creating proposals

The three-step builder, and what happens to a proposal after you send it.

New proposals come from a three-step builder. Your AI assistant walks you through the same three steps, so both routes produce the same proposal.

  1. Step 1: Template

    Pick one of 14 templates, filtered by category or search. Your choice fills in the sections, the pricing table, the payment terms and the currency. See Templates.

  2. Step 2: Client

    Choose someone from your directory, enter a new client (who gets added to it), or skip and fill it in later.

  3. Step 3: Review

    Check the title, the total, the currency and whether it saves as a draft or goes out as sent. Nothing is created until you confirm.

The proposal lifecycle

StatusWhat it meansCounts towards
DraftBeing written. Your client cannot see it.Pipeline
SentDelivered, awaiting a decision.Pipeline
AcceptedSigned off.Won revenue, and what you are owed
DeclinedLost.Nothing
PaymentWhat it means
UnpaidNothing received yet
PartialSome received, a balance remains
PaidSettled in full

Other things you can do

  • Duplicate — reuse a proposal for a similar job. The copy starts as a fresh draft.
  • Version — bump the version number when you send a revision, so you can tell them apart.
  • Cover page — turn the cover sheet on or off for the preview and the PDF.
  • Convert to invoice — turn agreed payment terms into an invoice.