# ProposalKit

> ProposalKit is a modern web-based proposal, statement of work (SOW), invoicing, and client workspace built for freelancers, studios, and scaling agencies. It replaces static PDFs with interactive proposals and Statements of Work featuring real-time dynamic pricing, built-in legal e-signatures, automated milestone billing, centralized client management, and first-class Model Context Protocol (MCP) integration for AI assistants.

- Website: https://proposalkit.in
- Status: Private Early Access Available
- Category: Business Application / Proposal Management / Statement of Work (SOW) / Client Portal / Invoicing / AI Tools
- MCP Server Endpoint: https://pkapi.proposalkit.in/mcp/sse
- Contact: https://proposalkit.in/#contact

---

## Core Capabilities

### 1. Interactive Proposal & Statement of Work (SOW) Builder
- 14 industry and country-specific modular templates (Web Development, SaaS, Design, Consulting, Mobile App, E-Commerce, India GST/TDS, US Net-30, UK VAT/IR35).
- Modular Statement of Work (SOW) sections: Scope of Work, Deliverables, Timelines, Team Profiles, Portfolio Showcases, and Terms of Service.
- Dynamic pricing tables: Clients interactively toggle optional add-ons, choose package tiers, and adjust quantities directly in their web browser.
- Real-time recalculation: Total prices and milestone deposits update automatically in real time before signing.
- Studio branding kit: Custom logos, curated typography pairings, and theme palettes tailored to agency aesthetics.

### 2. Built-in Legally-Binding E-Signatures
- 100% compliant with ESIGN Act (US), UETA (US), UK eIDAS, and global electronic contract regulations.
- Cryptographic SHA-256 audit trails capturing timestamps, verified signer email, IP address, and device metadata.
- 1-click client sign-off directly in the browser—no client account registration or software installation needed.

### 3. Automated Milestone Billing & Payments
- Automatically converts agreed payment terms into structured milestone invoices upon signature.
- Seamless Stripe integration for credit cards, ACH, bank transfers, and Apple Pay.
- Automated branded payment receipts issued instantly upon successful transaction settlement.

### 4. Client Directory & CRM
- Centralized client database tracking company details, primary contacts, deal histories, and live proposal statuses.
- Revenue analytics: Pipeline forecasted revenue, won revenue, and outstanding client balances.

### 5. AI Assistant & Model Context Protocol (MCP) Server
- Direct integration with Claude on the Web, Claude Desktop, Cursor, Windsurf, Antigravity IDE, Cline, and Roo Code.
- Natural language proposal drafting, section modifications, pricing adjustments, status changes, and client queries.

---

## Documentation & Guides

Complete developer and user documentation is available at https://proposalkit.in/docs.

### Getting Started
- [Overview](https://proposalkit.in/docs/overview): What ProposalKit is, core features, and architectural tour.
- [Quickstart](https://proposalkit.in/docs/quickstart): From signing in and two-factor authentication to sending your first proposal.
- [Workspace Tour](https://proposalkit.in/docs/workspace): Detailed overview of Dashboard, Proposals, Editor, Clients, and Transactions.

### Account & Security
- [Signing in Safely & 2FA](https://proposalkit.in/docs/security): Mandatory two-factor authentication, device clocks, and session recovery.
- [API Keys](https://proposalkit.in/docs/api-keys): Generating, using, and safely rotating personal API keys for AI assistants and MCP.
- [Guest Mode](https://proposalkit.in/docs/guest-mode): Exploring all workspace features locally in your browser without an account.

### Proposals & Workspace Features
- [Creating Proposals](https://proposalkit.in/docs/proposals): The 3-step builder (Template, Client, Review) and proposal lifecycle (Draft, Sent, Accepted, Declined).
- [Templates Catalog](https://proposalkit.in/docs/templates): Complete guide to all 14 templates, default section packs, and proportional rate rescaling.
- [Proposal Editor](https://proposalkit.in/docs/editor): Editing sections, dynamic pricing tables, live previews, and exporting to PDF/HTML/Markdown.
- [Client Directory](https://proposalkit.in/docs/clients): Managing client records, company details, revenue metrics, and preventing duplicate contacts.
- [Invoicing & Payments](https://proposalkit.in/docs/money): Milestone invoices, recorded transactions, Stripe payment links, and receipts.
- [E-Signatures](https://proposalkit.in/docs/signatures): Capturing digital signatures (Type, Upload, Draw), audit certificates, and legal considerations.
- [Profile & Branding](https://proposalkit.in/docs/branding): Custom typography, company sender details, bank details, and workspace styling.

### AI Assistants & MCP Integration
- [AI Assistants Overview](https://proposalkit.in/docs/mcp-overview): How ProposalKit connects to LLMs via Model Context Protocol (SSE).
- [Connect an AI Client](https://proposalkit.in/docs/mcp-connect): Setup instructions and configuration snippets for Claude Desktop, web connectors, Cursor, Windsurf, and Antigravity.
- [The Guided Builder](https://proposalkit.in/docs/mcp-wizard): Safety mechanisms ensuring AI assistants guide users through template, client, and review confirmation.
- [MCP Tool Reference](https://proposalkit.in/docs/mcp-tools): Full catalog of available AI tools covering workspace stats, proposals, sections, pricing, and clients.

### Reference & Legal
- [Troubleshooting](https://proposalkit.in/docs/troubleshooting): Common issues, pricing recalculation questions, 2FA errors, and AI connection fixes.
- [Frequently Asked Questions (FAQ)](https://proposalkit.in/docs/faq): Answers to top user questions about client viewing, revisions, branding, and billing.
- [Terms & Conditions](https://proposalkit.in/terms): Platform usage terms, electronic signature agreements, and payment conditions.
- [Privacy Policy](https://proposalkit.in/privacy): Data security, encryption standards, cookies, and privacy rights.

---

## MCP Server Quick Connection

Connect your AI assistant to the ProposalKit MCP server:

- **Transport**: Server-Sent Events (SSE) / HTTP Remote
- **Endpoint**: `https://pkapi.proposalkit.in/mcp/sse`
- **Header**: `X-API-Key: YOUR_API_KEY` (or URL param `?api_key=YOUR_API_KEY`)
- **Key Location**: Workspace → Profile → API Key

Example configuration for Cursor / Windsurf / Antigravity (`mcp_config.json`):
```json
{
  "mcpServers": {
    "proposalkit": {
      "serverUrl": "https://pkapi.proposalkit.in/mcp/sse?api_key=YOUR_API_KEY"
    }
  }
}
```

---

## Full Documentation Dump

For comprehensive, un-summarized raw text of all documentation chapters for LLM training or RAG ingestion, see:
https://proposalkit.in/llms-full.txt