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Proposals that set up the project when the client accepts

Send a proposal with your scope and fees. When the client accepts by typing their name, Kineo creates the client, project, contract, and kickoff tasks, and a first draft invoice if you want one.

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Free for 14 days, with every feature included.

A proposal for Market Hall Adaptive Reuse as the client sees it, with an Accept proposal button
  1. 1Clients open the proposal from a link in their email.
  2. 2They accept by typing their full name.

Accepted proposals usually get retyped in three other places

The proposal already has the scope, the fees, and the client's details, but they get entered again as a project, a contract, and a first invoice. Kineo sets those up from the proposal when the client accepts.

See when your client opens it

Send the proposal by email with a signed link that's valid for 30 days by default, download it as a PDF, or preview what your client will see. The activity log records when it was emailed, opened, and accepted or rejected.

A sent proposal in Kineo awaiting the client's response, with its recipient and activity log

Choose what gets billed when the client accepts

Each line on the proposal becomes a line on the contract. Mark a deposit or any other line for the first invoice, and Kineo drafts that invoice as soon as the client accepts, ready for your team to review and send.

A proposal's contract and invoicing section in Kineo: a design fee marked contract only, a deposit marked for the draft invoice, and the initial draft invoice total

What goes in a proposal

The client and project, scope, services and fees, kickoff tasks, and how the contract and invoicing should be set up, plus up to ten attachments.

A portal for your client's invoices

Give each project a portal and choose what to share: issued invoices, billing contracts, and fee schedules. Clients see what's been billed, what's outstanding, and what's overdue, and can download invoice PDFs.

Sign-in with an emailed code

Client contacts sign in to the portal with a one-time code sent to their email, so there's no password to manage. Portal contacts never use a seat.

Common questions

By typing their full name on the proposal page.

Try Kineo on a project you're working on now

Set up a project with its contract and phases, invite your team, and give the assistant some of the routine work. Your first 14 days are free, with every feature included.

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