# 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. (Sales)

- Page: https://dashboard.nizu.io/knowledge_base/view/509-what-are-proposals-in-nizu
- Part of: [Knowledge base](https://dashboard.nizu.io/knowledge_base/llms.txt) on NIZU — https://dashboard.nizu.io/llms.txt
- Updated: 2026-10-25T11:50:03Z

## 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.

### Read next

- [How to create and send a proposal](https://dashboard.nizu.io/knowledge_base/view/510)
- [Proposal templates and variables](https://dashboard.nizu.io/knowledge_base/view/511)
- [How your client accepts or rejects a proposal](https://dashboard.nizu.io/knowledge_base/view/512)
- [After a proposal is accepted: contract, estimate, invoice or project](https://dashboard.nizu.io/knowledge_base/view/513)
- [Proposal settings and who can use Proposals](https://dashboard.nizu.io/knowledge_base/view/514)