After a proposal is accepted: contract, estimate, invoice or project

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.

After a proposal is accepted: contract, estimate, invoice or project

Once the proposal is accepted, everything you agreed is already in NIZU. The Proposal info menu turns it into the next document without retyping a single line.

The four options

Option	What it copies	When to use it
Create Contract	Dates, client, taxes, discount, all items and the proposal's full text.	The deal needs a formal contract to sign.
Create Estimate	Client, taxes, discount and all items.	You want a classic priced quote, for example for the client's purchasing department.
Create Invoice	Client, taxes, discount, note and all items, dated today.	You invoice the work, or a deposit, straight away.
Create project	Links the new project to the proposal.	The work starts: tasks, team and time tracking.

How to do it

Open the accepted proposal.
In the Proposal info card, open the "..." menu.
Click the document you need. Its form opens filled in; for contracts, estimates and invoices, the box Include all items of this proposal is ticked.
Check and click Save.

The options only appear once the proposal is Accepted, and only to people with full access to that module (and the module switched on). Create project is shown while no project is linked yet.

Lead or client?

If the proposal was for a lead, it stays a lead after acceptance. Convert it to a client from the lead's page (Convert Leads to clients) before you invoice it.

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Friday, 23 October 2026, 11:12 AM

Created by: Konstantin Stojanovski

How your client accepts or rejects a proposal

Proposal settings and who can use Proposals