Skip to main content

Documentation Index

Fetch the complete documentation index at: https://docs.getquikly.com/llms.txt

Use this file to discover all available pages before exploring further.

1

Create your account

Go to app.getquikly.com/register and sign up with your email or Google account. No credit card required — the Starter plan includes a 14-day trial with 3 proposals.
2

Complete onboarding

After signing up, a 6-step onboarding wizard collects the information Quimy needs to personalize your proposals:
  1. Your name — how you appear on proposals.
  2. Provider type — freelancer, dev shop / agency, or consultancy. This determines which features and proposal types are highlighted.
  3. Work areas — development, cloud & DevOps, data engineering, cybersecurity, consulting, automation, or others.
  4. Role and seniority — your lead role (developer, PM, architect, etc.) and seniority level.
  5. Quimy configuration — AI readiness level and technical specialty so Quimy tailors its suggestions.
  6. Example brief — optionally paste a real or sample brief so Quimy can show you what it does right away.
You can update all onboarding fields later in Settings → Profile.
3

Create your first proposal

From the dashboard, click New Proposal. You have two paths:
  1. Step 1 — Proposal type: Pick the model (proposal types); Technical Proposal is a common default.
  2. Step 2 — Project and brief: Choose or create the client, paste the brief (email, notes, transcript, RFP), add attachments if needed, and complete type-specific fields (rate, dates, budget, team context). The footer shows Analyze and continue when Quimy must run the full analysis pipeline before opening scope.
  3. Step 3 — Scope and configuration: Review requirements (or equivalent for your type), estimates, phases, and pricing. If the brief changed after analysis, use re-analyze when the UI offers it.
  4. Later steps: Terms and clauses, customization, Review, then Share. The right-hand preview becomes central from scope onward on large screens.
  5. On step 2 you can also click Analyze with Quimy for brief-quality feedback (score, clarifying questions) without leaving the step — that complements the full run triggered by Analyze and continue.
For detail on the step 2→3 behavior, see Proposal editor (wizard).
Live discovery in calls: Discovery Copilot (browser extension for Meet, Zoom Web, Teams Web). Structured sessions in the app: Discovery Gen.
4

Share with your client

  1. Click Share in the editor toolbar.
  2. Optionally add the client’s email to send a notification.
  3. Quikly generates a unique link. Copy it and send it via email, Slack, WhatsApp, or any channel you prefer.
  4. Your client opens the link — no account needed to view the proposal. They see a professional document with your branding, scope, pricing, timeline, and delivery conditions.
  5. To respond (accept, request changes, or reject), the client logs in with email or Google. They can also chat with you or ask Quimy to explain sections.
Share links expire after 90 days. You can generate a new link at any time from the proposal’s post-share view.

​
What happens next

Once your client accepts and signs, you’ll see the response in the Follow-up tab with the full audit trail — signature image, signer name, timestamp, IP address, and document hash. From the Follow-up tab you can also:
  • Generate alignment questions to align expectations before kickoff.
  • Export the approved scope to Jira, Linear, GitHub, or Asana as ready-to-work issues.
  • Continue the conversation via the built-in chat.