# Proposal settings and who can use Proposals

> Set the proposal prefix, numbering, colour, BCC, default template, signature on acceptance, lock state, comments and PDF access, and choose per role who can view or manage proposals. (Sales)

- Page: https://dashboard.nizu.io/knowledge_base/view/514-proposal-settings-and-who-can-use-proposals
- 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

## Proposal settings and who can use Proposals

An administrator sets up Proposals once: numbering and colour, the default template, what clients may do, and which team members can see or change proposals.

### Settings → Sales & finance → Proposals

#### Proposal settings tab

| Setting | What it does |
| --- | --- |
| Proposal prefix | Text in front of the number, for example "PROPOSAL #". |
| Proposal color | Colour of the price table header and total. When empty, the invoice colour is used. |
| When sending proposal to client, send BCC to | An address that gets a copy of every proposal you send. |
| Initial number of the proposal | Start numbering from a higher number. It must be larger than the last proposal number. |
| Default proposal template | The text every new proposal starts with. |
| Add signature option on accepting proposal | The client must draw a signature to accept. |
| Enable lock state | An accepted proposal can no longer be edited. Cloning it still works. |
| Enable comments on proposals | You and your client can discuss the proposal on its page. |
| Show most recent proposal comments at the top | Newest comments first. |
| Disable PDF for clients | Clients cannot download the PDF, and it is not attached to the e-mail. |

#### Proposal templates tab

Your templates, and the ready-made ones to start from. See *Proposal templates and variables*.

### E-mails and notifications

The e-mail texts are in **Settings → Email templates**: *Proposal sent*, *Proposal accepted*, *Proposal rejected* and *Proposal commented*. In **Settings → Notifications** you choose who hears about *Proposal accepted*, *Proposal rejected*, *Proposal commented*, *Proposal preview opened* and *Proposal email opened*.

### Who can use Proposals

In **Team → Roles**, the question **Can access proposals?** has these answers:

- **Can't access proposals**
- **Can manage all proposals** / **Can view all proposals**
- **Can manage only own created proposals**
- **Can manage** or **view proposals of own clients**, **of own leads**, or **of own clients and leads** (the clients and leads the person owns).

Administrators can always do everything. "View" roles open proposals in the read-only preview.

### What clients see

Client contacts see their proposals under **Proposals** in the portal, never the drafts. Hide the menu for everyone in **Settings → Client portal → Client permissions** (**Hide menus from client portal**), or per contact with their access rights.

To switch the module on or off: **Settings → Modules** → **Proposal**.