by ProposalKit (LX AI)

Last updated: 2026-10-03

What ProposalKit is for

ProposalKit turns client, project, and price into a structured freelance proposal — summary, scope, timeline, investment, and next step — for freelancers who hate writing proposals from scratch.

Decision-support only — confirm before you publish or act.

How the tool works

I built ProposalKit after watching too many talented freelancers lose hours staring at a blank screen, trying to turn a vague client note into a polished pitch. The idea was simple: give the app three clear inputs and let it produce a first draft that you can edit, approve, and send.

The workflow starts when you open the editor and paste three blocks of text. The first block is a short client note that captures who the client is, what they need, and why they reached out. The second block is a project outline that lists the deliverables, milestones, or features you will provide. The third block is the fee you intend to charge, expressed as an hourly rate, a fixed amount, or a range.

Once those three fields are filled, the app runs a deterministic set of rules to create a proposal draft. It does not call any external AI model; all transformations happen in the browser using plain JavaScript. This keeps your data private and lets you work offline.

After the draft appears you can edit any section directly. Changes are saved automatically, so you can step away and come back without losing work. When you feel the draft is ready, you click the Export button and choose either PDF, plain text, or Markdown.

The export step adds a light style sheet to the PDF so the document looks clean without you having to design a template from scratch. The plain‑text and Markdown exports are useful if you prefer to paste the content into an email thread or store it in a version‑controlled repository.

Input format

Client note – free‑text description of the client, their industry, and the problem they want solved.
Project outline – bullet list of deliverables, each optionally followed by a short description of what the deliverable includes.
Fee – a number or range that represents your price; you can also add a note about payment schedule.

Generation logic

The client note is trimmed to two sentences: one that states the problem, one that states your proposed solution.
Each bullet in the project outline becomes a scoped item; the app adds an estimated hour count based on a default rate you set in settings.
The timeline is created by spreading the total effort across weeks, assuming a five‑day work week and eight‑hour days unless you override the daily capacity.
Investment is calculated by multiplying the estimated hours by your hourly rate, or by using the fixed fee you entered.
The next‑step line is generated from a template that you can edit in the settings panel; it usually suggests a call, a contract signature, or a deposit request.

Export options

PDF – styled with a simple header that can show your logo and brand colors.
Plain text – no formatting, easy to copy into an email body.
Markdown – retains headings and lists, useful for storing in a Git repo or a note‑taking app.

Core components of a proposal

Every proposal generated by ProposalKit contains five sections. Understanding what each section is meant to convey helps you edit the draft faster and produce a document that addresses the client’s concerns.

Why each section matters

Summary – gives the reader a quick reason to keep reading; it answers “why should I care?” in two sentences.
Scope – makes explicit what is included and what is not, reducing the chance of scope creep later.
Timeline – shows that you have thought about scheduling and can deliver on time.
Investment – presents the cost clearly so the client can compare it to their budget.
Next step – tells the client exactly what to do to move the conversation forward.

Section	Purpose	Typical content
Summary	Give the client a quick read of why you are the right fit.	One‑sentence problem statement + one‑sentence solution.
Scope	List what you will deliver and what is out of scope.	Bullet list of deliverables, each with a short description.
Timeline	Show when work will happen.	Week‑by‑week breakdown or milestone dates.
Investment	State the cost clearly.	Hourly rate × estimated hours, or fixed fee with payment schedule.
Next step	Tell the client what to do next.	Schedule a call, sign contract, or send deposit.

How to edit each section

Click the section header to expand the editing area.
Make your changes directly in the rich‑text field; you can add bold, italics, or lists.
Use the undo/redo arrows if you make a mistake.
When you are satisfied, click outside the box to save the change automatically.
Repeat for any other section before exporting.

Workflow from client brief to final PDF

Turning a raw client brief into a polished proposal follows a repeatable pattern. Below is the exact sequence I use when I work with a new client, and the same steps are built into the app.

Step 1 – Capture the brief

When a client reaches out, I ask them to send a short message that answers three questions: Who are you? What do you need? Why are you contacting me now? I copy that message into the Client note field.

Step 2 – Define the deliverables

Next I request a list of items the client expects to receive. This might be a website homepage, a logo set, a social‑media calendar, or a technical specification. I paste that list into the Project outline field, adding a brief note for each item if the description is vague.

Step 3 – State the fee

I then share my rate or a fixed price for the work. If the client prefers a range, I put the lowest and highest amount I am comfortable with. This goes into the Fee field.

Step 4 – Generate the draft

With the three fields filled, I press the Generate button. The app creates a draft with the five sections described earlier. I review the draft to see if the summary captures the client’s pain point correctly.

Step 5 – Customize the language

I often adjust the tone to match the client’s industry. For a legal client I might use more formal phrasing; for a startup I might choose a more casual voice. I edit each section directly, adding or removing bullets as needed.

Step 6 – Add personal touches

If I have a logo or a brand color, I upload it in the Settings panel so the PDF export includes it. I also add a short thank‑you line at the end of the Next step section if I want to sound friendly.

Step 7 – Export and send

Finally I click Export, choose PDF, and attach the file to my reply email. I also keep a copy of the Markdown version in my project folder for future reference.

Customizing templates

ProposalKit ships with a default layout, but you can adapt it to match your personal brand or the expectations of your niche market.

Style settings

Logo upload – place your logo in the header of the PDF.
Color picker – choose a primary color for headings and table borders.
Font selection – pick a web‑safe font that matches your website or email signature.

Section toggles

Enable or disable the Investment section if you prefer to discuss price in a separate conversation.
Turn the Timeline section into a simple milestone list if you work on irregular schedules.
Add a custom section, such as “Assumptions” or “Acceptance Criteria,” by using the Add Section button in the editor.

Saving your template

After you adjust the style and section layout, click Save as Template. The app stores your choices in local storage, so every new proposal starts from your customized base. You can create multiple templates for different client types and switch between them with a dropdown.

Integrating with your existing tools

Freelancers usually juggle several apps for time tracking, invoicing, and calendar management. ProposalKit is designed to sit alongside those tools rather than replace them.

Time tracking

If you use a timer app, you can copy the estimated hours from the Investment section into your timer before you start work. When you finish a task, you log the actual time and compare it to the estimate to improve future quotes.

Invoicing

The PDF export includes a line for the total amount. You can copy that amount into your invoicing software (such as FreshBooks, Wave, or a simple spreadsheet) and generate an invoice that matches the proposal.

Calendar sync

Dates that appear in the Timeline section can be copied into Google Calendar or Outlook as milestones or deadline reminders. This helps you block time for each deliverable and avoid overbooking.

Security considerations

For security considerations when handling AI‑generated text, see the OWASP Top 10 for LLM Applications. The framework outlines common risks such as prompt injection and data leakage, which are relevant if you ever decide to augment the tool with a language model.

Risk management guidance

The NIST AI Risk Management Framework offers guidance on managing model risk, including documentation, testing, and monitoring practices. Even though ProposalKit does not rely on an external model, the principles of transparency and accountability apply to any software you build.

What this is NOT

ProposalKit is a decision‑support tool. It does not guarantee that a proposal will win a contract, nor does it promise that the client will accept the price or timeline you present. The output is a starting point that you must review, edit, and approve before sending.

It is not a replacement for legal advice. If your work involves contracts, intellectual property, or regulatory compliance, you should consult a qualified attorney before finalizing any agreement.

It does not provide unlimited revisions of the same document without your input. Each edit you make is saved locally, but the tool will not automatically generate new versions unless you change the source data.

It is not a substitute for learning how to write good proposals. Over time you should study successful proposals in your field, note what works, and incorporate those patterns into your own process.

References

FAQ

What is the main point of What ProposalKit is for?

ProposalKit turns client, project, and price into a structured freelance proposal — summary, scope, timeline, investment, and next step — for freelancers who hate writing proposals from scratch.

How does What ProposalKit is for help?

Decision-support only — confirm before you publish or act.

Want to try the product? ProposalKit

Generated 2026-09-17 · primary sources only · no fabricated traffic metrics