ProposalKit ProposalKit Docs

Troubleshooting

Common surprises and what to do about them.

Proposals

What you seeWhy
The total changed after I savedTotals are always recalculated from the pricing rows. If you typed a total that did not match the rows, the rows win — edit the rows, or restate the total so the table is rescaled to match.
The sender block is blankYour company details were empty when the proposal was created. Fill in Profile → Company details, then correct the sender block on that proposal.
Editing a client did not update their proposalsThat is deliberate, so sent documents stay accurate. Change the client block on the proposal itself.
My brand font is not on the documentSet it in Profile → Branding. The preview picks it up once saved.

Signing in

What you seeWhy
My authenticator code is rejectedEnter the current code, and check your device clock is set automatically.
Too many attempts, account lockedRepeated failed sign-ins lock an account briefly. The message says how long is left.
I was signed out unexpectedlySessions expire after a while. Sign in again.
I lost my authenticatorThere is no self-service reset. Use the contact form below and we will re-enrol you.

AI assistants

What you seeWhy
The assistant cannot connectCheck the key you pasted matches Profile → API key, and that you have not rotated it since.
My key has expiredKeys expire periodically. Rotate it in Profile → API key, then update each AI tool you use.
The assistant cannot see my proposalsIt is probably connected to a different workspace than the one you are looking at. Re-check the key.
It invented proposal details instead of askingAsk it to start again. It should walk you through template, then client, then a review before creating anything.
It edited the wrong sectionTwo of your sections probably share a title. Ask for it by position — "the third section" — or rename one.

Still stuck?

Get in touch through the contact form. Including the proposal number and the exact wording of any message helps us get to the answer faster.