> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/order-management/documents/sales-documents/proposals.md).

# Proposals

For a bigger sale, a standard quote can look too plain to win the work. A proposal in OrderEazi is a designed document built from the project's lines, with your own item descriptions, prices, and terms. You build it in a five-step wizard and email it to your client.

### Before you start

You'll need the **Create Documents** permission, in the **Projects** permission group, and the project's workflow must include proposals. You can create proposals until the project has a sales order or the order has been approved.

### How to create a proposal

1. At the bottom of the project, select **Create Documents**.
2. Next to **Proposal(s)**, select **Create**.
3. On **Choose your Template**, give the proposal a name and choose one of the five templates. Select **Next**.
4. On **Edit Items**, change any line's **Description** and **Unit Price** the way you want them to read. Remove lines you don't want on the proposal. Select **Next**.
5. On **Costing**, check the quantities, prices, and totals. Select **Next**.
6. On **Terms & Conditions**, edit the terms that will print on the proposal. Select **Next**.
7. On **Email To**, fill in the email to your client.
8. Select **Preview Proposal** to check it.
9. Select **Send**.

> **Warning:** **Send** always emails the proposal to your client. There's no option to create it without emailing. Check the preview and the email before you select it.

OrderEazi creates the proposal, emails it with the PDF attached, and takes you back to the project. Lines with a quantity of 0 aren't included. To send it again, select **Resend** next to **Proposal(s)**.

**Example:** You're pitching branded gift hampers to a corporate client. On **Edit Items**, you change "HAMPER-STD" to "Executive gift hamper with branded notebook and pen", and round its price to R650. The proposal shows your wording, while the project keeps the original product code.

### How proposals work

* **Your changes stay on the proposal:** Descriptions and prices you edit in the wizard only change the proposal. The project's lines don't change.
* **Terms and conditions:** The **Terms & Conditions** step loads every text appendix set up for proposals, not just the default ones, so you can edit them for this client. See [Document Appendices](/central/order-management/documents/document-appendices.md).
* **No workflow step:** Sending a proposal doesn't complete a workflow step on its own. Complete the step yourself with **Next Steps**.

If you don't give the proposal a name, you see "Proposal name required".

### Related pages

* [Quotes](/central/order-management/documents/sales-documents/quotes.md): send the standard quote instead
* [Document Appendices](/central/order-management/documents/document-appendices.md): set up the terms your proposals use