Quickstart

This guide walks you through creating your workspace, adding your first contact, and sending your first proposal — everything you need to start running deals through Kaliun.

1. Create your account

Head to kaliun.com and click Start Free Trial. You'll need:

• A business email address
• Your company name
• A password (8+ characters)

Kaliun will automatically create your workspace and drop you on the dashboard.

2. Set up your company profile

Go to Settings → Company Profile and fill in:

• Company name (shown on proposals and invoices)
• Business address
• Logo (recommended: PNG, 400×400px or larger)
• Default currency and tax rate

These defaults flow through to every document you send.

3. Invite your team

Under Settings → Team Members, click Invite. Each invited user gets a secure signup link by email. Roles control what they can see and edit — start everyone as Member and adjust from there.

See Roles and Permissions for the full permission model.

4. Add your first contact

From the People tab, click New Person. At minimum, add a name and email. You can always fill in more later.

5. Create your first proposal

Open the contact you just created and click New Proposal. Kaliun will guide you through:

1. Line items — what you're selling (labor, materials, allowances)
2. Pricing — your cost, markup, and client price
3. Terms — payment schedule, signature fields
4. Review — preview exactly what your client will see

Click Send and Kaliun emails your client a secure portal link they can view, comment on, and e-sign.

What's next?

• Import your existing contacts from a CSV
• Connect Google Calendar for two-way sync
• Set up a workflow to auto-follow up on sent proposals
• Install the mobile app for iOS and Android