# How to create and send a proposal

> 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. (Sales)

- Page: https://dashboard.nizu.io/knowledge_base/view/510-how-to-create-and-send-a-proposal
- 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

## How to create and send a proposal

A good proposal is mostly writing, and NIZU does the rest: the template gives the structure, the variables fill in the client and your company, and the price table is built from the items you add.

### 1. Create the proposal

1. Go to **Proposals** and click **Add proposal** (or use the Proposals tab of a client or a lead).
2. Fill in the **Proposal date** and **Valid until**, and choose the **Client/Lead**. The list shows "Client: ..." and "Lead: ..." entries.
3. Optional: **TAX**, **Second TAX**, a **Note**, custom fields, and the **Company** if you have several.
4. Click **Save**. The proposal opens as a **Draft**. If your workspace has a **Default proposal template**, its text is already in the content.

### 2. Choose a template

Under the content editor, click **Change template**. Pick one of your own templates or a **Ready-made** one (IT consulting, software development, marketing, real estate, logistics and many more). The template replaces what is in the editor, so choose it before you start writing. Nothing is saved until you click **Save**.

### 3. Add the items

1. In the **Proposal items** card, click **Add item**.
2. Pick an item from your list, or **+ Create new item**. Enter **Quantity** and **Rate**, and a unit type if useful.
3. Use the pencil on the **Discount** line for a discount before or after tax, in % or as a fixed amount.

### 4. Write the content

Edit the text like a document. Under the editor, **Available variables** lists the tags you can use; click one to copy it and paste it in your text. The most useful:

- **{PROPOSAL_ITEMS}**: the full price table with totals. **Keep it in your text**: without it, the client does not see the prices.
- **{PROPOSAL_TO_COMPANY_NAME}**, **{PROPOSAL_TO_ADDRESS}**: the client's details.
- **{COMPANY_NAME}**, **{COMPANY_INFO}**: your company.
- **{PROPOSAL_DATE}**, **{PROPOSAL_EXPIRY_DATE}**, **{PROPOSAL_TOTAL}**.

Click **Save**, or **Save & show** to save and open the preview. The **Preview**, **Print**, **View PDF** and **Download PDF** buttons let you check the final result.

### 5. Send it

1. Click **Send to client** (or **Send to lead**).
2. Choose the contact in **To**, add CC or BCC if needed, and check the subject and message.
3. Leave **Attach PDF** ticked to attach the proposal, and click **Send**.

The proposal becomes **Sent**. You can also share it with **Copy public link**, **Send link by email**, or the WhatsApp, Telegram, LinkedIn and Facebook buttons of the share menu; then use **Mark as Sent** in the **Proposal info** menu.

### Change or reuse a proposal

- **Clone proposal** (Proposal info menu) copies the content, items and discount into a new draft.
- With **Enable lock state** on, an accepted proposal can no longer be edited.
- Add **Tasks**, private **Reminders** and **Comments** from the proposal page.

Next: [How your client accepts or rejects a proposal](https://dashboard.nizu.io/knowledge_base/view/512).