Skip to main content
All CollectionsEngagement LettersSetting Up Your Letter of Engagement (None OverSuite Users)
Set up Letters of Engagement
Set up Letters of Engagement

How to set up your letters of engagement in Go Proposal.

Jack Choppin avatar
Written by Jack Choppin
Updated this week

An engagement letter is generated when creating a proposal is comprised of the following elements:

  • Introduction and Scope of the Engagement Letter

  • Your Standard Terms and Conditions

  • Service Schedules (specific to the services being provided to your client)

  • An Agreement Statice (confirmation)

  • A Privacy Notice (optional)

Engagement letters you produce for different entities and clients (e.g. limited companies vs. partnerships) will require different introductory and scope content, and also must correctly reflect the services you are providing with Service Schedules.

To make the automation of the correct engagement letter possible every time, each of these elements need need to be added separately into GoProposal.

📌TIP: If you're a UK member and subscribe GoProposal's OverSuite ,this handles the set up of your Engagement Letters for youin line with your current Governing Body regulations. You can also use it to amend your engagement letter content.

Before you start

You will want to open up your current engagement letter. We recommend starting with your most important letter for an initial setup.

You will the need to copy and paste various parts of this letter into GoProposal by following the steps below.

📌TIP: When you copy and paste from your letter of engagement into the GoProposal, it's best to initially copy the information into a plain text editor such as notepad.

Once you've done that, copy the text from notepad and paste it into the system. This avoids bits of code remaining in the background and affecting your formatting.

Step 1 - Go to Engagement Letters

Open up your current engagement letter. We recommend starting with your most important letter for an initial setup.

  1. Click Configure.

  2. Click Engagement Letters.
    ​
    ​

All of your engagement letter content should be added to your Engagement Letter Suite (with the exception of Service Schedules).

Step 2 - Set up your Scope Library

It is likely you will want to issue different letters of engagement to the different entities you work with.

You can upload these templates to your Scope Library so that you can pull the correct content through when you create a proposal.

Click Edit to replace our default content with your own. You can then copy and paste the introductory and scope content from your current template into the relevant boxes.

We recommend that you only have one set of terms and conditions for all your letters of engagement. However, if necessary you can add them in with specific templates.

Alternatively, you can opt to include a universal set of T&C's which pull through into all of your letters irrespective of the template chosen from your Scope Library at the create proposal stage.

Click Save Letter of Engagement when you're happy with it.

Step 3 - Add your Terms and Conditions

Copy and paste your firm's standard terms and conditions into GoProposal, so they will automatically pull through to every Engagement Letter.

To add or edit your T&C's, open up the section using the arrow indicated below:

From here, you can add or amend your Terms and Conditions.

Step 4 - Set up Your Service Schedules

Every engagement letter in GoProposal has a Schedule of Services section, enabling you to pull key service terms through to your documents dynamically where required for that client.

To make this possible, service schedules need to be added in with individual line items.

You can tweak the way you introduce this section in your Engagement Letter by opening up the Schedule of Services tab in Configure > Engagement Letters.

Step 5 - Setting up your Agreement Statements

Your agreement statements are pulled into all of your letters of engagement, irrespective the services selected or the template used from your Scope Library.


You can tweak this content by opening up your Agreement Statements tab using the arrow shown below.

You can then add or edit the Confirmation Statements you need.

GoProposal facilitates two types of confirmations, a signature and none signature version.

This allows you to pull through a different confirmation to your engagement letter in cases where you are not requiring a signature.

You can define how you would like your letters to be approved (signature vs. no signature) within each proposal template.

Step 5. Privacy notice (optional)

You can opt to include your Privacy Notice as part of your Engagement Letters.

To add or edit your Privacy Notice, open up the section using the arrow shown below.

You can add or amend your Privacy Notice within the box provided.

If you don't want to include a privacy notice, click the toggle to switch this off.

Step 6 - Saving Settings and Bringing It All Together


Always make sure you save your settings as you work through the set up.

To bring everything together, create a proposal and select the engagement letter template you set up in Step 1..

..select any services you included Service Schedules for in Step 2..

and then complete your proposal, scrolling through the complete details section to preview your letter!

You should be able to see how all of the content you have set up has pulled together automatically to generate the correct engagement letter for your client!

What's Next?

To enhance your engagement letters from a compliance perspective, you can include a table of Key Service Dates and Letterhead Components such as Footers, Professional Body Legends and a List of Directors to your documents.

You'll also want to make sure you have assigned all directors/members/partners of your organisation as Key People in GoProposal so you can pull their names through to engagement letters.


​

Need further Support?

There are additional ways we can help you with your Engagement Letters if you're struggling.

Did this answer your question?