Introducing Proposal Plus: A Smarter Way to Manage Proposals and Engagement Letters
How to configure introducing proposal plus: a smarter way to manage proposals and engagement letters in your Engager account
🆕 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+:
Go to your client record then Proposals, LOEs & LODs
Click Create New
Choose one of the following options:
📝 Proposal + separate letter of Engagement
📄 Letter of Engager Letter only
🚫 Letters of Disengagement
Customise the content — edit text, include any pricing caveats you have
Review the generated documents and click Send
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.
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+:
They’ll open a single branded link.
The signing page will guide them through each step — proposal, engagement letter, and any additional forms.
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
