# Proposals Management {#proposals-management}


Create and track project proposals for clients.


## Overview {#overview}


Proposals allow you to:

- Create professional project proposals
- Track proposal status (draft, sent, accepted, rejected)
- Link proposals to contacts and organizations
- Convert accepted proposals to projects


## Creating a Proposal {#creating-a-proposal}


1. Navigate to **Sales** → **Proposals**
2. Click **Add Proposal**
3. Fill in:
   - **Title** and description
   - **Client** — select contact
   - **Value** — proposed budget
   - **Valid until** — expiry date
   - **Attached content** — rich text or PDF
4. Save as draft or send immediately


## Proposal Statuses {#proposal-statuses}






```mermaid
stateDiagram-v2
    [*] --> Draft
    Draft --> Sent: Send to client
    Sent --> Accepted: Client accepts
    Sent --> Rejected: Client rejects
    Accepted --> [*]: Convert to project
    Rejected --> [*]
```






## Converting to Project {#converting-to-project}


When a proposal is accepted:

1. Click **Convert to Project**
2. Project is created with proposal details
3. Team members are assigned
4. Tasks can be defined


## Proposal Templates {#proposal-templates}


Save frequently used proposals as templates:

1. Create a proposal
2. Click **Save as Template**
3. Reuse for future proposals


## Related Pages {#related-pages}


- [CRM Overview](https://sourcey-gauzy.pages.dev/features/crm-overview/index.md) — CRM features
- [Contact Endpoints](https://sourcey-gauzy.pages.dev/api/contact-endpoints/index.md) — contacts API
- [Project Management](https://sourcey-gauzy.pages.dev/features/project-management/index.md) — project features