Branding
Your brand name and wordmark appear in the header and on the proposal cover. Your accent colour themes buttons, links, and the client view. Upload a logo, a dark logo, and a favicon. This is what makes the client view unmistakably yours.
Custom domain
Point your own hostname (for example proposals.youragency.com) at the platform so proposals live on your domain. Verification and certificate status are tracked for you. Until a domain is wired up, your workspace runs on the shared host and everything still works.
Sending email
Client invitations and notifications send from your identity: your from-name and address, on your own email provider key. Your client gets an email from you, not from Kensink. Until configured, mail falls back to the global sender.
Slack alerts
Connect a Slack incoming webhook and your team is pinged in your own channel on the moments that matter: a new proposal, a client opening it, a reply, and a payment.
Stripe payments
There are two ways to connect payments, and the money lands in your account:
- Connect: link your Stripe account in a few clicks. Charges run on your behalf and settle to you.
- Keys: provide your own Stripe secret key.
Checkout on the Costing tab resolves to your Stripe first, with a platform fallback so payments work the moment either is in place. Secrets are stored securely and are never shown back in the browser.
AI voice
Add a prompt overlay so AI drafts sound like you, not like a generic template. It composes into the writing engine for proposal and section drafting, so every generated paragraph carries your tone and positioning.
Products
Keep an optional catalogue of your offerings (name, summary, spec, marketing copy, price) as reference material the AI and your team can draw on while drafting.
Team access
Add the email addresses allowed into your portal. Each becomes a magic-link sign-in. Remove an address to revoke access immediately. Your team only ever sees your workspace.