> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nextoriahub.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Proposal Stage

> Analyze client needs and craft a tailored roadmap with clear deliverables.

## 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**:

<Steps>
  <Step title="Fill in client context">
    Select the client account (or create a new one inline). Add a brief
    describing their goals, constraints, and success criteria.
  </Step>

  <Step title="Define deliverables">
    List each deliverable with a description, estimated effort, and price. These
    become the basis for invoice line items later.
  </Step>

  <Step title="Set a timeline">
    Add a proposed start date, end date, and key milestones. These pre-populate
    the project timeline on acceptance.
  </Step>

  <Step title="Add terms">
    Include your payment terms, revision policy, and IP ownership clause. Use a
    saved template or write custom terms.
  </Step>

  <Step title="Send for review">
    Click **Send Proposal**. The client receives a beautiful, branded proposal
    page (not a PDF attachment) with an **Accept** button.
  </Step>
</Steps>

## 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**:

1. The proposal status changes to `Accepted`
2. A new **Project** is automatically created with all deliverables, milestones, and dates pre-populated
3. The client is added to the project's portal
4. The assigned team lead receives a notification to kick off onboarding

<Tip>
  Require an e-signature on acceptance for legal clarity. Enable this under
  **Settings → Proposals → Require Signature**.
</Tip>

## 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