Proposals

Proposals are one of the core features of Nori Docs. You open them via "Proposals" in the navigation – there you find an overview of every proposal, where you search by customer or title and filter by status.

The proposals overview#

Every proposal carries its current status: Draft, Sent, Accepted or Declined. With search and the status filter you find open proposals instantly and see at a glance what is still waiting on a reply.

Building a proposal#

In the editor you structure the scope with group lines – sections with their own subtotals – and give your customer real choice with variants, from a basic to a premium package. You mark individual line items as optional so the customer can add them themselves. Proven proposals you duplicate in seconds as a reusable template.

Accept online and turn into an invoice#

Send your customer a secure link: they pick their variant, add the optional line items they want via a switch – the total recalculates live – and accept with one click. Nori records the acceptance with a timestamp and notifies you instantly. You then turn the accepted scope into an invoice in one click.

How the status changes – automatically on online acceptance or by hand – is covered under Change a proposal status.