🆕 Introducing Proposal+

Proposal+ is Engager’s brand-new way to create, send, and manage client proposals and engagement letters, all in one streamlined process.

It’s designed to help you:
✅ Build professional, branded proposals in minutes
✅ Combine proposals and engagement letters into a single client experience
✅ Simplify document management, approvals, and version control
✅ Deliver a smoother, more modern signing journey for your clients

🧭 Where to Find Proposals in Engager

You’ll find Proposals once you've selected your client  first

Proposals, LOEs & LODs

This replaces the old “Letters of Engagement and Disengagement” section.

From here, you can:

• Create new proposals, engagement letters, and disengagement letters

• Send documents for client's e-signature

• Track signing progress and statuses

• Copy, edit, or void documents as needed

⚙️ How Proposal+ Works

Proposal+ brings together all your client-facing documents into a single envelope.

An envelope can include:

• Proposal – outlining your services, pricing, and value

• Letter of Engagement (LOE) – confirming the terms of service

• Disengagement Letter (LOD) – used when services end

Each envelope keeps all related documents and signing activity neatly together.

🪄 Creating a Proposal+

To create your first Proposal+:

1. Go to your client record then Proposals, LOEs & LODs

2. Click Create New

3. Choose one of the following options:

   • 📝 Proposal + separate letter of Engagement 

   • 📄 Letter of Engager Letter only

   • 🚫 Letters of Disengagement 
     
     

4. Customise the content — edit text, include any pricing caveats you have

5. Review the generated documents and click Send 

6. Decide on Direct Debit Setup (if you're not with Adfin - read here for more info)
   
   

Your client will receive an email with a secure link to review and sign everything digitally.

🎨 Customising Your Proposal Design

You can make your proposals look and feel like your brand.

Go to:

Settings → Document Design - Proposal

Here you can:

• Choose between classic or modern templates

• Add your firm’s logo and colour scheme

• Adjust headers, backgrounds, and layout

• Apply a consistent style across proposals and engagement letters

• Copy your existing design directly from your LoE

🖌️ Tip: Try the “Futuristic” template for a clean, modern look.

If you're unsure on how to use the Document Designer tool - https://help.engager.app/hc/en-gb/articles/21578053221650-Document-Designer-Customising-Your-Documents

🧾 Editing Proposal Templates

To adjust your proposal content (e.g. wording, placeholders, layout):

Go to:

Settings → Document Templates → Proposal

Here, you can:

• Edit section titles and descriptions using the PEN ICON on the right-hand side

• 

  
   

• Insert or resize images.

• Use formatting tools for headings, lists, and spacing

• Save and reuse your preferred layout across future proposals

• We've broken the proposal document into four handy sections

✍️ Customising Client Signing Pages

You can now fully control what your clients see when signing.

Go to:

Settings → Portal → Signing Pages

From here, you can:

• Customise messages for proposal acceptance and engagement letters - your Introduction, message upon signing acceptance, Engagement Letter without Proposal & Disengagement Letter 

• Add your logo, banner images, and brand colours

• Preview exactly what your client will see before sending

• Every edit you make will appear on the right-hand side to help you preview the documents

🎯 All edits appear instantly in the live preview on the right-hand side - remember, there's an ARROW to move from pages 1-4

🔁 Editing and Copying Proposals

Edit Draft Proposals

You can now edit a proposal or engagement letter any time before it’s sent.

This means you can:

• Update client or service details

• Refresh pricing or terms

• Automatically regenerate the updated PDF

Copy Previous Proposals

Want to reuse a successful layout?
Just click Copy on any previous envelope to duplicate the entire structure, then tweak only what’s changed.

⚙️ Coming soon: selective refresh for sections like updated service schedules.

🧑‍💼 The Client Experience

When your client receives your Proposal+:

1. They’ll open a single branded link.

2. The signing page will guide them through each step — proposal, engagement letter, and any additional forms.

3. Clients can approve, sign, reject and leave comments if rejected

The new signing page includes:

• A clear progress bar

• 

• Your custom branding

• Instant feedback when documents are signed

If the client closes the browser mid-way, they can use the same link to resume where they left off.

📋 Managing Proposals & LOEs

In your Proposal & LOE dashboard widget, you’ll see:

• Document title and client name

• Type (Proposal, LOE, LOD)

• Status (Draft, Sent, Signed, Voided)

• Date sent and signed

• Who signed it

• Annualised service value

• CSV export option

You can also:

• Manually mark a document as accepted or declined

• Add manual acceptance dates

• Void outdated proposals (only drafts can be deleted)

All history remains visible for audit and compliance.

Using the 'viewed' will now allow your team to chase prospects, knowing they've viewed your proposal / LoE, to help ensure tighter control on the deal. 

💡 Why You’ll Love Proposal+

• All-in-one proposal and engagement workflow

• Beautiful, branded client signing experience

• Easy to edit, reuse, and manage documents

• Full visibility of proposal and engagement activity

• Less admin, more client impact