KLYO LABS · YOUR CRM
Build a proposal inside the CRM record instead of rebuilding it in a separate document. Klyo Labs combines a visual A4 template designer, your product catalogue and controlled customer pricing. Save your layout, fill it with the current client and review the actual PDF before sharing it.
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SEE THE FINISHED DOCUMENT
Inspect the layout, pricing table and terms in an actual file before creating an account. Both documents are in English and contain fictional demonstration data.
Choose Create your own template and position elements where you need them. Add a logo, text, shapes and automatic client or date fields. Place the pricing table and totals, resize elements, arrange layers and add pages. Reuse your saved design for the next customer.
Import CSV or Excel price lists, map the columns and review the rows before accepting them. Match product SKUs and choose the price list for a proposal. Use quantities, currencies and applicable tax settings from the quote workflow; importing a file does not send an offer.
Group products into a complete set, such as a computer, and create a CPU/GPU sub-group inside it. List the components while displaying the set total, selected group prices or individual prices. The same component is not charged twice because it appears in a bundle.
Use item, sub-group, parent-group and whole-quote discounts in the calculation order defined by the quote. Preview the resulting totals and choose which prices the customer sees. This supports a separate component discount inside a broader offer discount.
Explicitly enable the internal margin view to see available purchase costs, profit, margin and markup. Access is controlled by the workspace owner. Missing cost data is not treated as zero cost. Internal costs and margins are excluded from the customer PDF.
Generate and inspect the PDF before downloading it or attaching it to a message you choose to send. Keep the quote connected to the client, deal and commercial reference so the next conversation starts with the same context. Provider connections require their own authorization.
Yes. Start with a blank A4 page, position text, images, automatic fields and a pricing table, then save the design as a reusable template.
Yes. Bundle and pricing controls let you list components while showing the whole set total or selected component and group prices.
Internal purchase costs, profit and margins are excluded from customer PDFs. The private composition view requires deliberate access.
Payment method required. Integrations require provider configuration and authorization.