FAQ

What is Client Kit?

Client Kit puts a freelance proposal, the client's e-signature, and the payment on one link. You write the job, send the link, the client signs it, and then pays you directly by UPI or your own payment link.

Is the free plan really free?

Yes. The free plan sends 3 jobs a month, never expires, and does not ask for a card. Only sending counts: drafts, resends, and nudges are free. The count resets every 30 days. Paid plans only raise the send limit.

Do you take a cut of client payments?

No. Client Kit makes money only from the monthly subscription, and the free plan costs nothing. The client pays you directly, so the only fees are whatever your own UPI app or payment provider charges.

How does the client pay me?

After signing, the client sees your UPI QR code or a button that opens your own hosted payment link (for example Stripe, PayPal, or Razorpay). The money goes straight to you. The client then taps "I've paid", and you confirm once you see it in your account.

What if the client says they paid?

The job shows that the client says they paid. Check your UPI app or payment provider. If the money is there, click Confirm received. If it is not, click Not received. Client Kit never sees the transfer, so you are the one who confirms.

Does the client need an account?

No. The client opens your link, reads the proposal, types their name and email, ticks a box to sign, and pays. There is no signup or password for them.

Can I ask for an advance instead of the full amount?

Yes. Each job has an advance of none, 30, 40 or 50 percent. After the client signs, they pay only the advance. You confirm it, and then they pay the balance the same way. Jobs with no advance work as before: one payment for the full amount.

Does Client Kit hold or process the money?

No. Job money never goes through Client Kit. There is no escrow and no payout to wait for. You save one UPI ID or one https payment link, and the client pays that directly.

What do the paid plans cost?

Founder is $9/mo for 20 sent jobs a month. Solo is $12/mo for 40. Busy is $29/mo with no send limit.

What is the Founder plan?

Founder is $9/mo for the first 50 workspaces only. After that, new accounts take Solo at $12/mo.

Is there pricing in INR for India?

Yes. In India the plans are ₹749 (Founder), ₹999 (Solo), and ₹2,499 (Busy) a month. Most other countries see US dollars, and a few (such as the UK, EU, Canada, and Australia) see fixed prices in their own currency. You can change the country on the pricing page.

Can I get paid by UPI?

Yes. Save your UPI ID (like name@okaxis) in settings and the client gets a QR code to scan with any UPI app. For jobs priced in INR, the amount is filled in for them.

I am not in India. Can I still use it?

Yes. Save a payment link you already use, such as a Stripe, PayPal, or Razorpay link, and the client pays you there. Jobs can be priced in your own currency.

What happens if I hit my send limit?

You can keep writing drafts, but you cannot send a new job until the count resets or you move to a bigger plan. Jobs you already sent keep working.

What happens if my subscription payment fails?

You get a 3-day grace period. After that the workspace moves to the free plan (3 sends a month) until billing is fixed. Your proposals and history stay.

Can I cancel?

Yes, anytime. Sign in to the Dodo customer portal (customer.dodopayments.com) with the email you paid with and cancel there. If you cancel at the next billing date, you keep your paid plan until the end of the period you paid for, then your workspace goes back to the free plan (3 sends a month). Your proposals and history stay.

Is this a qualified digital signature?

No. It is a simple electronic signature with a hashed snapshot, IP, and timestamp. The page footer says so. It is not Aadhaar eSign or a digital signature certificate.

Does Client Kit do invoicing or client portals?

No portals and no accounting. Client Kit is one link for the whole job: proposal, signature, advance, change requests, and balance. It does not do bookkeeping, time tracking, escrow, CRM, or client portals.

Can Client Kit replace an all-in-one tool like HoneyBook or Bonsai?

Only if what you need is the job itself: the proposal, the signature, the advance, priced changes, and the balance. Client Kit does not do a CRM, scheduling, bookkeeping, or time tracking. If you rely on those, a bigger tool is a better fit. See the side-by-side comparison at /compare.

Can you add a calendar, CRM, or packages?

No. That is a different product. Client Kit protects one job from start to finish and nothing more.

Can I send the link on WhatsApp?

Yes, and it is the main way to send. Tap Send on WhatsApp and the message opens on your phone with the link filled in; you press send. If you saved the client's number, it opens their chat directly. The client does not create an account.

What if they viewed it and went quiet?

Your dashboard has a list called Needs a nudge today. A job shows up when it was sent but not viewed or signed after 2 days, when it is signed but the advance is unpaid, when a balance date has passed, or when the client says they paid and you have not confirmed. Each one has a button that opens a ready WhatsApp or email message. Duplicate a finished job when the next one is the same shape.

Does Client Kit send follow-ups for me?

Only when you ask it to. The WhatsApp and email follow-up buttons just open your own app with the message filled in, or copy the text, and you press send. Client Kit notes the time you nudged, so the job leaves the list for a couple of days. The separate Nudge client button on a sent job does email the client, but only when you click it.

Can I limit how many revisions a client gets?

Yes. When you write a job you can set how many revision rounds are included and the price of an extra round. The client sees that on the proposal before they sign, and after signing the link shows how many rounds are used. When they run out, the next change becomes a change request with a price that the client approves and pays on the same link before you start.

How do I know the client really paid?

Clients pay your UPI directly, so Client Kit never sees the money. After paying, the client enters the 12-digit UTR from their UPI app. You check that UTR in your own bank or UPI app and tap Confirm received. Screenshots are not accepted, and the same UTR cannot be used twice in your workspace.

What does no advance, no start mean?

If your first payment stage is due on signing, the proposal says Work starts after the advance is received, before the client signs. After signing, both of you see that work is waiting for the advance until you confirm it. You can still choose Start anyway, and that choice is recorded.

What is the Proof Pack?

One PDF with everything signed, changed and paid on a job: the frozen proposal, signature details, every change request, every payment claim and confirmation, and a timestamped history with an integrity check. It is on every plan, including Free.