---
title: "Adding Proposals"
slug: "adding-proposals"
description: "Draft proposals for customers, manage invoicing with paused contracts, and ensure all documents are signed before billing. Streamline your process today with Nexudus!"
updated: 2024-10-02T14:32:39Z
published: 2024-10-02T14:32:39Z
---

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

# Adding Proposals

You can draft proposals to send to new or existing customers.

          Potential customers must be registered as contacts to receive proposals.

          

By default, any plans you've included activate when the customer accepts your proposal. Related contracts are then invoiced on the next billing date.

However, you can stop this process by issuing a paused contract that delays invoicing until you're ready.

*For example, if your space needs to check all relevant documents have been signed before charging the customer and issuing the first invoice.*

You can do this for every proposal you create individually or for all proposals created via the **Proposals** tab in [**Settings > Invoice and tax**](https://dashboard.nexudus.com/settings/1/0/0).

Paused contracts won't issue any invoices until an admin issues the first invoice or sets the next invoice date. This will activate the contract and automatic invoicing will continue from the next billing cycle.

---

![AddingProposals](https://cdn.document360.io/4f9a66c7-3dbb-4052-97d8-5439302e1512/Images/Documentation/AddingProposals.gif)

1. Log in to [dashboard.nexudus.com](https://dashboard.nexudus.com/) if you aren't already.
2. Click [**CRM > Proposals**](https://dashboard.nexudus.com/crm/proposals).
3. Click on **Add proposal**.
4. Select the customer who should receive the proposal from the **Customer** drop-down list.
5. Select the **Plan** you want to add to your proposal.
6. Select a  **Start date** for the chosen plan.
7. Add any **Notes** you want to share with the customer.
8. Click on the **Documents** tab and add any document you'd like to share with the customer alongside the proposal.
9. Toggle on **Leave contracts issued by proposals as paused and do not issue any invoices by default** if you want to issue a paused contract.

          Want to delay invoicing and issue paused contracts for all your proposals?

          

Activate the same toggle under **Proposals** tab in [**Settings > Invoice and tax**](https://dashboard.nexudus.com/settings/1/0/0).

1. Click the **Save Changes** button.

---

Your proposal has been drafted, ready to send to your customer.

          Your proposals are **drafts** until you send it to a customer.

          

You can edit any of the proposal's details while it remains in draft.