From blank page to signed deal — follow each step for proposals and estimates.
Perfect for agencies, freelancers, and service businesses pitching new clients.
Enter the client's name, company, email, and industry. ProposalKit saves them to your client directory for future proposals.
Choose from 10 professionally designed templates, or upload an existing proposal you already use. ProposalKit converts your PDF or document into an editable template you can reuse for every client.
Add services from your saved library or create new ones. Set monthly, one-time, or hourly pricing. Drag to reorder. Mark items as optional — clients can toggle them on/off.
Customize the "About Us," capabilities, process, and client review sections. Or paste your industry and let Claude AI generate a complete proposal draft in seconds.
Hit send. Your client gets a branded email with a link to their unique proposal page. Set an optional password for sensitive deals. Set an expiry date to create urgency.
Your client reviews the proposal on a beautiful branded page, toggles optional services, draws their signature, and pays the retainer — all in one flow, on any device.
You get an email the second they sign — with their name, signature, and the deal value.
Download the signed proposal as a clean PDF. Share it with your team or attach it to your CRM.
See when they opened it, how long they read, which sections they lingered on. Know where you stand.
Perfect for contractors, tradespeople, and service providers who quote on-site.
Tap "Quick Estimate" from your WordPress dashboard — or use the mobile shortcut. It's built for thumbs, not mice. Big buttons, fast flow.
Name, phone number, email. That's it. You're standing in their kitchen — keep it fast.
Select from your pre-built service list, add custom line items, or upload an existing estimate (PDF, Word, or spreadsheet) and let AI pull out the line items and pricing for you.
Require a retainer before work begins. The client sees a prominent "Pay deposit" button on the estimate. Collect via Stripe, PayPal, or bank transfer.
Tap "Send." Choose email or text message. The client gets a link to a professional estimate page — with your branding, services, pricing, and a signature block.
They review the estimate, sign with their finger on their phone screen, and pay the deposit. Job booked before you leave the driveway.
Payment processes immediately. Show up to the job with money already secured.
Legal proof of the agreed scope and price. No more "that's not what we agreed on."
No driving home to type it up. No email chains. No chasing. Two minutes, job booked.
Not sure which to use? Here's the difference.
Free to start. No credit card. Works with any WordPress site.