What Happens at This Stage
The proposal stage is where you translate a client brief into a concrete, scoped engagement. In Nextoria Hub, proposals are structured documents that feed directly into the project when accepted — no re-entering data.Creating a Proposal
Navigate to Projects → New Proposal:1
Fill in client context
Select the client account (or create a new one inline). Add a brief
describing their goals, constraints, and success criteria.
2
Define deliverables
List each deliverable with a description, estimated effort, and price. These
become the basis for invoice line items later.
3
Set a timeline
Add a proposed start date, end date, and key milestones. These pre-populate
the project timeline on acceptance.
4
Add terms
Include your payment terms, revision policy, and IP ownership clause. Use a
saved template or write custom terms.
5
Send for review
Click Send Proposal. The client receives a beautiful, branded proposal
page (not a PDF attachment) with an Accept button.
Proposal Templates
Save frequently used proposal structures as templates at Settings → Proposals → Templates. Templates can pre-fill:- Standard service packages with fixed or range pricing
- Default payment terms and revision policies
- Commonly used deliverable descriptions
- Your agency’s standard timeline language
Client Acceptance
When the client clicks Accept Proposal:- The proposal status changes to
Accepted - A new Project is automatically created with all deliverables, milestones, and dates pre-populated
- The client is added to the project’s portal
- The assigned team lead receives a notification to kick off onboarding
Proposal Analytics
Track your proposal pipeline under Analytics → Sales:- Win rate by service type, client size, or team member
- Average time from proposal sent to decision
- Most commonly removed line items (signals pricing sensitivity)
- Revenue in pipeline vs. closed