Branded proposals your clients accept with one click.
- Drag-to-reorder sections
- Live pricing tables
- Open & view tracking
- Accept + sign in one click
Proposal
Brand sprint for Acme — Q3 2026
Everything you need, in one place
A proposal in Kliently isn't a flat PDF — it's a branded, trackable document you build from reorderable sections, send on a link, and turn into a signed deal the moment a client clicks accept.
Drag-to-reorder sections
Build from cover, scope, deliverables, timeline, and terms — each rich text, reordered by dragging.
Live pricing tables
Add quantities, discounts, and tax; totals recalculate themselves as you edit.
Open & view tracking
See the moment a client first opens a proposal and how many times they come back.
One-click accept & sign
Clients accept with a drawn signature, recorded with name, email, IP, and timestamp.
Reusable templates
Save winning proposals and reuse them in seconds instead of starting from a blank page.
AI drafting
Draft a section from a one-line brief using your own API key, then edit it to taste.
Up and running in three steps
Build it
Drag in sections — scope, timeline, a live pricing table — and brand it once. Save the winner as a template for next time.
Send & track
Share a link and watch it move from sent to viewed. You'll know the moment a client opens it, and how often they come back.
Get a yes
Clients accept with a signature, IP, and timestamp — and the contract or first invoice can spin up automatically.
A closer look
A real editor, not a PDF hack
Build proposals from drag-to-reorder sections — cover, scope, deliverables, timeline, terms — each with rich text. Add a pricing table with quantities, discounts, and tax, and the totals compute themselves.
Know the moment they open it
View tracking tells you when a client first opened your proposal and how many times they've come back. Status moves from sent → viewed → accepted automatically.
Acceptance that holds up
Clients accept with their name, email, and a drawn signature — recorded with IP and timestamp. Optionally auto-create the contract the moment they say yes.
Templates + AI
Save winning proposals as templates. Or let AI draft a section from a one-line brief — using your own API key.
Built for the way you work
New business
Send polished proposals fast and know exactly when a prospect is reading.
Productized services
Template your packages once and fire them off in minutes.
Agencies
Standardize scope and pricing across the team so every proposal stays on-brand.
Keep exploring
Contracts & e-sign
Legally binding e-signatures with a court-ready audit trail.
Time tracking
One timer, synced everywhere, billed automatically.
Invoicing
From unbilled hours to money in the bank.
Client portal
One branded link where clients see — and pay for — everything.
Tasks & projects
Plan, assign, and ship the work — without leaving the place you bill from.
Automations & goals
Let rules handle the busywork, and watch goals track themselves.
Docs & collaboration
Capture the details, review the work, and see who has capacity.
Files & deliverables
Share work on a link you control — and collect files back, without the Dropbox dance.
Expenses & retainers
Capture costs with receipts, rebill them with a markup, and watch every retainer.
Run your whole client business in one place.
Start free in two minutes — every new workspace gets a 14-day Pro trial. No credit card required.