Kaliun Help Center
Step-by-step guides for everything you'll do in Kaliun — from creating your first proposal to automating follow-ups.
Welcome to the Kaliun Help Center. Every article here is a short, task-focused guide that walks you through one specific thing you can do in Kaliun. No jargon, no theory — just the exact steps.
Getting started
New to Kaliun? Start here:
Create your account
Sign up and set up your workspace.
Set up your company profile
Logo, currency, tax rate, cost codes.
Invite your team
Add teammates and set their permissions.
Import your contacts
Bring in leads from a spreadsheet.
Popular guides
The things contractors ask about most:
How to create a proposal
Start a new proposal and add line items.
How to send a proposal
Email it to a client for review and signature.
How to create an allowance
Give clients options to pick from with built-in pricing.
How to request bids from subs
Send bid requests to multiple subcontractors.
How to record a payment
Log a client payment against an invoice.
How to auto follow-up on proposals
Never forget to chase a quiet proposal.
Looking for something specific?
Use the search bar at the top (or press Ctrl+K / ⌘K) to search
every guide by keyword.
Can't find what you need?
Email support@kaliun.com or use the chat bubble in your workspace — we respond within 2 hours during business hours.
Looking for technical API documentation for developers integrating with Kaliun? See Developer Docs.