You can decide whether you'd like to send a proposal with an engagement letter to your client, or just a proposal.

For example, sending a proposal only may be useful if you want a prospect to be able to see what you can offer, but you're not at the point where you are engaging them.

Here's a step by step guide on everything you need to know to be able to do this.

Explainer Video

Step By Step Guide - Choosing Your Attachments

You can specify which documents you'd like to send for every proposal template.

Step 1. Go to Configure > Proposal Templates and E-mails

Step 2. Select edit next to the relevant proposal template

Step 3. Define which documents you'd like to send

Use the dropdown to specify whether you'd like to send a proposal only, or a proposal with a letter of engagement.

Step 4. Define your approval options

Next, decide how you would like your clients to accept these documents.

Switch over to the acceptance tab within the proposal template..

You can find out more about how these work here.

  • Proposal Only - When sending a proposal only, choose between Acceptance Button Only and No Acceptance Required.
  • Proposal With Letter Of Engagement - When sending a proposal with a letter of engagement, choose between any of the three options.

Step 5. Configure your e-mail content

The final thing to do is configure the e-mail content that goes out with this proposal to reflect the process your client will be following.

Switch over to the e-mails tab within the proposal template..

.. and construct the e-mail content to reflect the approval options you set in Step 4.

For example if you're using the acceptance only option, remove references to signing the engagement letter but replace these with approving it.

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