Kwill runs the whole client lifecycle in one portal. Here is exactly what you do at each stage, and exactly what your client sees.
Set up once, then run the same loop for every client you take on.
First proposal out in under 30 minutes.
Competitors measure this in weeks. Do it once, before your first client.
yourname.usekwill.com goes live immediately. Custom domain on Studio and above.
Your logo and colours on every page and every email. Custom domain on Studio and above.
One click, no API keys. Take payment in 13 currencies.
Invite by email. They get portal access with no account to create.
Already on HoneyBook, Dubsado, or Bonsai? Import your clients
The same project, in your dashboard and in your client’s portal. Switch the view. The steps stay in step.
Step 01 of 06 · Send a proposal
Build from your templates with pricing tables and optional line items, then share one link. Your client opens a document, not a PDF buried in an email thread.
The moment a proposal is accepted it becomes a contract ready for signature legally binding under U.S. E-SIGN and EU eIDAS, with a full audit trail.
Generate the invoice from the accepted proposal in one click. Tax, discounts, and deposits are handled, and payment reminders send themselves.
Once the invoice is paid, the balance is zero and the receipt is ready to send. Funds settle to your bank on Stripe's standard schedule, and Kwill never takes a cut of the payment.
Every project has its own file space. You upload deliverables, your client uploads briefs, and nothing important lives in an email thread.
One messaging thread per project, tied to the work. No forwarding email chains, no digging through Slack for context you already had.
Four handoffs you never have to remember.
Sent on your schedule until the invoice is paid.
Each accepted step creates the next document.
Retainers bill themselves every cycle.
Every document action recorded, without being asked.
Numbers already published elsewhere on the site, not new claims.
Short answers. If something is missing, ask below or email us and we’ll update this page.
Free to start. Takes 5 minutes. Your brand, not ours — in any currency, from any country.
