ProposalKit ProposalKit Docs

Workspace tour

What each part of the app is for.

PageWhat it is for
DashboardPipeline and won revenue, proposal counts by status, recent activity.
ProposalsEvery proposal, filterable by status, with search.
New proposalThe three-step template → client → review builder.
EditorDetails, sections, pricing and notes, plus preview and export.
ClientsYour client directory, with revenue and outstanding balances.
TransactionsPayments in and out, with receipts.
ProfileYour details, company details, payment details, signature, branding and API key.