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Proposals + e-sign

Proposals that write themselves and turn into projects

Describe the job and get a full, sectioned proposal with pricing. When the client clicks accept, the project and deposit invoice already exist.

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Quick answer

An AI proposal generator drafts a complete client proposal, scope, deliverables, pricing and timeline, from a short brief, instead of you starting from a blank page. KAZI writes an eight-section proposal with ROI projections, tracks when the client views it, and, on acceptance, automatically creates the project and a deposit invoice, so there is no admin gap between winning the work and starting it.

The problem

The prospect said "send me something", and the momentum died

A hot lead asks for a proposal. You promise it by tomorrow, then lose two hours to a blank document, and by the time it lands the urgency has cooled. Worse, when they say yes, you start the setup admin from scratch.

How KAZI does it

From brief to signed to billable in one flow

Give KAZI the brief and it drafts a full proposal with sections, pricing and ROI you can edit. You see when the client opens it. They accept and e-sign in place, and "Accept & Create Project" spins up the project plan and a deposit invoice automatically. The gap between the yes and the first day of work disappears.

What you get

Built into KAZI, and connected to the rest of the work you run there.

Full draft from a brief

An eight-section proposal, scope, deliverables, timeline, pricing and ROI, generated from a short description you can refine.

View tracking

See when the client opens the proposal, so your follow-up is timed instead of guessed.

Accept and e-sign in place

Clients accept and sign on a signature canvas without printing, scanning or creating an account.

Auto-creates the project

"Accept & Create Project" turns an accepted proposal into a project plan plus a draft deposit invoice.

Reusable templates

Save your best proposals as templates so the next one starts from something proven, not a blank page.

Tied to the client record

Every proposal, view and signature lives on the client's record next to their projects and invoices.

How it works

  1. 1

    Describe the job

    Give KAZI the brief and your pricing, and it drafts a full sectioned proposal.

  2. 2

    Refine and send

    Edit the copy and numbers, then send. You'll see when the client opens it.

  3. 3

    They accept, work begins

    The client e-signs, and the project and deposit invoice are created for you.

Run this, and the rest of your business, from one place

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FAQ

Common questions

What does the AI proposal generator produce?

A complete, editable proposal with around eight sections, including scope, deliverables, timeline, pricing and ROI projections, drafted from a short brief you provide.

Can clients sign the proposal?

Yes. Clients accept and e-sign in place on a signature canvas. No printing, scanning or account required.

What happens when a proposal is accepted?

KAZI's "Accept & Create Project" turns the accepted proposal into a project plan and a draft deposit invoice automatically, so you go from yes to billable with no manual setup.

Can I reuse proposals?

Yes. Save any proposal as a template so your next pitch starts from a proven structure rather than a blank document.

Does it track whether the client read it?

Yes. You can see when the client views the proposal, which helps you time a follow-up instead of guessing.

Bring it all into one workspace

Clients, projects, invoicing, payments and AI in one place. Start free, priced per business.

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