Quickstart

1. Step 1: Sign in

   Go to /auth. Workspace access is invite-based while ProposalKit is in private access mode — request it from the contact form if you do not have an account yet.

2. Step 2: Set up two-factor authentication

   Two-factor is required on every account. You will be asked to scan a QR code with an authenticator app on your first sign-in. See Signing in safely.

3. Step 3: Fill in your company profile

   Profile → Company details. Your company name, business email, phone and address appear as the sender on every proposal you create, so set them before you start drafting.

4. Step 4: Add a client

   Clients → Add client. Or skip it — the proposal builder can add a client as you go, and you can leave it blank and fill it in later.

5. Step 5: Create a proposal

   Proposals → New proposal. Pick a template, pick a client, check the title and total, then create. See Creating proposals.

6. Step 6: Edit, preview and send

   The editor opens on your new proposal. Adjust the wording and pricing, preview how the client will see it, then mark it as sent.

Trying it without an account

Continue without an account on the sign-in page starts a guest session. The whole app works, but your work stays in that browser only. See Guest mode.

Adding your AI assistant

Once you can sign in, take your key from Profile → API key and follow Connect an AI client. From then on you can draft, edit and price proposals by asking.