Skip to main content

How to send an engagement letter without a proposal in OverSuite

Understand how to use OverSuite to send a standalone engagement letter without including a fee proposal in GoProposal.

OverSuite keeps your engagement letters compliant by updating them quarterly to reflect legislative changes. If you need to issue an engagement letter without a proposal, you can do this easily in OverSuite. You can do this for things like specific work types or overdue renewals.

Step 1 - Configure your template

  1. Go to Configure and select Templates & Emails.

  2. Create a new template or duplicate an existing one.

  3. In the new template:

    • Select Letter of Engagement as the document type

    • Update client, staff, and Wahoo emails to remove proposal references

  4. Give the template a clear name so your team can identify it when creating letters.

Step 2 - Send the engagement letter

  1. Start creating a proposal in GoProposal.

  2. Under Documents to Send, select Letter of Engagement.

  3. Choose the template you configured earlier.

  4. Complete the engagement letter by:

    • Selecting the relevant services

    • Assigning key dates

    • Entering client details

📎NOTE: Proposal-specific features such as the preview and calculation tool won’t appear.

Need Support?

Visit the Community Hub or contact us in the chat.


​

Did this answer your question?