Phone calls, meetings, get those leads kick and alive
Creating a lead, Every deal starts as a lead.
You won! that lead is now a client
An estimate is a priced quote you send to a client or a lead before the work starts. The client accepts or rejects it online, and an accepted estimate becomes an invoice or a project in one click.
Create an estimate in five steps: Add estimate, add the items, set taxes and discount, check the preview, and Send to client. The PDF is attached for you.
Clients answer an estimate from the public link (no login) or from their client portal: Accept with name, e-mail and an optional signature, or Reject. You are notified at once.
Once an estimate is Accepted, Create Invoice copies the client, items, taxes and discount into a new invoice, and Create project starts the project linked to the estimate.
Build an estimate request form, publish it or embed it on your website, and every request arrives in NIZU as a new request (and a new lead when the person is unknown), ready to turn into an estimate.
Set the estimate prefix, numbering, colour, footer, BCC, signature on acceptance, lock state and comments, and choose per role who can view or manage estimates.
A proposal is a complete sales document with your price table inside. Send it to a client or lead, see when it is opened, and turn it into a contract, estimate, invoice or project.
Create a proposal in five steps: Add proposal, choose a template, add the items, write the content with the price table, and Send to client or Send to lead.
Start every proposal from a template: copy one of the ready-made templates, adapt it to your business, set it as default, and let variables fill in the client, your company and the price table.
Clients and leads answer a proposal from the public link without logging in, or from the client portal: Accept with name, e-mail and an optional signature, or Reject.
From an accepted proposal, create the contract, the estimate, the invoice or the project in one click: client, items, taxes and discount are copied for you.
Set the proposal prefix, numbering, colour, BCC, default template, signature on acceptance, lock state, comments and PDF access, and choose per role who can view or manage proposals.
The Store is the online shop of your workspace: clients, and visitors if you allow it, browse your products, fill a cart and place an order that lands in Orders, with payment online if you want.
Add an item with a title, photos, a category and a price, tick Show in client portal, choose what its product page shows, and it appears in your Store.
Clients search the store, open a product page, add items to the cart, adjust the quantities and click Place order. Visitors can do the same and get an account as they order.
Turn on Show payment option after submitting the order: every store order then gets its invoice at once, the client pays online, and the order moves to the status you choose.
Open the store to visitors before login, accept their orders, make the store your landing page, add a banner, and choose how prices are shown, in Settings, Store.
An order is what a client buys from you: placed by the client in the Store or by your team for them, followed with your own statuses, and turned into an invoice, an estimate or a project.
Your team places orders from the Store: Add order, fill the cart, choose the client on Process Order and Place order. Then add items, a discount or files on the order page.
Create your own order statuses with a colour, put them in order, change an order's status with one click, and let NIZU e-mail the client with the order PDF at every change.
Create Invoice copies the client, items, taxes and discount of an order into an invoice linked to it. The Order info menu also creates an estimate or a project.
Set the order prefix, numbering, colour, footer and default taxes, edit the order e-mails, choose who is notified, and give your team access to Orders.
Display product prices in a foreign currency such as EUR or USD while automatically converting payments to your local currency for invoicing and accounting.
