# 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. (Sales)

- Page: https://dashboard.nizu.io/knowledge_base/view/513-after-a-proposal-is-accepted-contract-estimate-invoice-or-project
- 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

## 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

1. Open the accepted proposal.
2. In the **Proposal info** card, open the "..." menu.
3. 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.
4. 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](https://dashboard.nizu.io/knowledge_base/view/405)) before you invoice it.