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.

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

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.

If you have any questions, please reach out to us in the chat box below! 😃