E-mail with acceptance link for Proposal and Letters of Engagement

This is the standard E-mail with acceptance link for Proposal and Letters of Engagement email template that comes with Engager. If you’ve changed or deleted your copy, you can restore it at any time: go to Settings > Communication > Message templates (category Proposal and Letters of Engagement), open the template, or create a new message template if it isn’t in your list, and paste in the text below (see How to add email templates). Put the subject line in the template’s E-mail subject: field and the rest in the body. [Contact First Name], [Name], [FeesTable], [Sign ProLoE link] and [Current User] are placeholders, so they fill in automatically for each client.

Subject: Proposal and Letters of Engagement

Dear [Contact First Name],

Thank you for considering ourselves to act as your accountant for [Name]. Please find below our fee structure:

[FeesTable]

Please confirm that you accept the above by signing our Proposal and Letter of Engagement for [Name]. You can sign them electronically, using a link provided below.

[Sign ProLoE link]

Best regards
[Current User]