E-mail with Proposal and Letters of Engagement attached as PDF without acceptance link
Ready-to-use template built for accountants and bookkeepers — just download and go
This is the standard E-mail with Proposal and Letters of Engagement attached as PDF without acceptance link 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] and [Current User] are placeholders, so they fill in automatically for each client.
Subject: Proposal and Letters of Engagement
Dear [Contact],
Your Proposal and Letter of Engagement are attached as a PDF to this e-mail.
Best regards,
[Current User]