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How to send a proposal without an engagement letter

You may want to send a proposal without an engagement letter, for example, when sharing your service offering with a prospect before a formal engagement. You can control which documents you send for each proposal template.

Written by Russell Henderson

Step 1 - Edit your proposal template to send without an engagement letter

  1. Go to Configure and select Templates & Emails.

  2. Click Edit next to the relevant proposal template.

  3. In the What documents do you want to send section, choose Proposal only.

Step 2 - Configure email and acceptance settings

  1. Go to Configure and select Templates & Emails.

  2. Click Edit next to the relevant proposal template.

  3. Select the Acceptance tab.

  4. Select how you want to allow the client to approve the proposal.

📌 TIP: For prospects, you can set the acceptance option to No Acceptance or Acceptance Button Only for a simple confirmation.

Step 3 - Create and send your proposal

Once you've updated your template, go to Create Proposal and send it as usual.

See also

Create a proposal

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