What are Proposals?

Learn more about Proposals in Nexudus. 
Proposals in Nexudus are a way for you to show potential customers what a contract with your space could look like. It is essentially a quote that details the perks and benefits of becoming a member of your space along with the pricing. You can include one or several plans and products in your proposals. You can check if potential customers opened your proposals. Potential customer can accept or reject your proposals.
The proposal status helps you track whether your proposal has just been created, if it has been sent to a potential customer, if the potential customer opened the sent proposal, and if the potential customer has accepted or rejected it.
 

Status

Meaning

Draft

You added a new proposal

Sent

Your newly added proposal was sent to a customer

Accepted

A customer accepted your proposal

Rejected

A customer rejected your proposal

  Note: When a customer accepts a proposal, the proposal is automatically converted into a contract with the same details and associated products.
See also Adding and sending a new proposal to learn how to:
  • add a new proposal
  • add more contracts to a proposal
  • attach a product to a proposal 
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