What are Proposals in NIZU?

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.

What are Proposals in NIZU?

A proposal is a complete sales document you send to win a deal. Where an estimate is mainly a price list, a proposal tells the story: who you are, what the client needs, how you will do it, when, and what it costs. You write it from a template, the price table is built from your items, and the client accepts it online.

Where to find it

Open Proposals in the left menu. Every client and lead also has a Proposals tab with an Add proposal button. If you do not see the menu, an administrator switches on Proposal in Settings → Modules.

What makes a proposal

Who it is for: a client or a lead. Proposals are made for prospects you have not won yet.
Proposal date and Valid until.
Proposal items: the lines with quantity and rate, plus taxes and discount, exactly as on an estimate.
The content: a full page you edit like a document. Templates give you a ready structure, and variables such as {PROPOSAL_TO_COMPANY_NAME} or {PROPOSAL_ITEMS} fill in the client's details and the price table for you.

The four statuses

Status	What it means	What your client sees
Draft	You are still writing it. Clients do not see drafts in their portal.	Nothing
Sent	Sent with Send to client / Send to lead, or marked as sent.	New
Accepted	The client accepted it, or you marked it accepted.	Accepted
Declined	The client rejected it, or you marked it rejected.	Rejected

Know when it is read

The proposal list and page show Last email seen, Email seen count and Last preview seen, and you are notified when the client opens the e-mail or the proposal. Call them while it is fresh.