Introduction to Proposal Management
Proposals are professional documents you send to clients to outline services, pricing, and terms for potential projects. Nizam’s Proposal Management system helps you create beautiful, interactive proposals that clients can review, select options from, and sign electronically—all without printing or scanning a single page.
What You Can Do with Proposal Management
Create Professional Proposals
Build polished, branded proposals with text, images, pricing packages, and signature sections using an intuitive document editor.
Send and Track Proposals
Email proposals directly to clients or share via link, then track when they’re viewed and whether they’ve been accepted or declined.
Offer Package Options
Let clients choose between different service packages or pricing tiers directly in the proposal, making it easy for them to select what fits their needs.
Collect Electronic Signatures
Clients can sign proposals online with legally binding e-signatures, eliminating the need for printing, signing, and scanning.
Work from Templates
Create reusable proposal templates for common services, saving time by starting new proposals with pre-built content.
Link to Projects and Agreements
Connect proposals to client projects and formal agreements, keeping your entire workflow organized in one place.
The Proposal Lifecycle
A typical proposal moves through these stages:
- Draft: You’re building and editing the proposal
- Pending: Sent to client, awaiting their decision
- Accepted: Client signed the proposal
- Declined: Client passed on the proposal
- Cancelled: Proposal was cancelled by you
Getting to Proposal Management
Access Proposal Management from the Proposals menu in your sidebar. This takes you to your proposal list where you can view all proposals, filter by status, and create new ones.
Key Features at a Glance
Proposal Builder:
Add text sections, pricing packages, images, and signature areas with a drag-and-drop editor.
Client Selection:
Choose packages and sign proposals directly in their browser on any device.
Status Tracking:
See at a glance which proposals are pending, accepted, or declined.
PDF Export:
Download proposals as PDF files for record-keeping or offline sharing.
Automated Emails:
Send proposals with customized email messages, and set up automatic reminders for pending proposals.
How Proposals Fit Your Workflow
Proposals typically come after initial client discussions but before formal agreements:
- Client inquiry: Potential client reaches out
- Discovery call: Understand their needs
- Create proposal: Outline services and pricing
- Send proposal: Client reviews and makes decision
- Accepted: Client signs, work can begin
- Create project: Start work or create formal agreement
What Makes Nizam Proposals Different
Unlike static PDF proposals, Nizam proposals are:
- Interactive: Clients can select package options
- Trackable: See when clients view your proposals
- Signable: Built-in e-signature capability
- Connected: Link to clients, projects, and agreements
- Professional: Clean, modern design that looks great on any device
What’s Next?
Ready to create your first proposal? Learn how to build a proposal from scratch or start from a template.
