Engagement templates let you standardize proposals with services, billing, and terms so you can quickly create and send polished engagements to clients.
Heads Up! If you don't have access to Engagements in your account, that means you are on the Client Management module rather than Client Engagements.
Why it Matters
Engagement templates save time, reduce errors, and ensure consistency across client proposals. They also align billing, terms, and signatures in one reusable workflow.
Table of Contents
Start a New Engagement Template
In the Global Navigation bar, go to Templates > Engagement.
Click Create New.
Overview of the Template Builder
Top tabs: Introduction, Services, Terms, Signatures.
Right panel: Builder fields—add and edit information for each section.
Right bottom: Next and Back arrows move through pages.
Left panel: Live preview of your engagement.
Top left controls:
Click the eye icon to hide/show preview.
Click Save draft to continue later.
Click Save template to finalize.
Bottom left controls: Toggle through preview pages.
Configure the Introduction Page
Template Details
Enter a Template Name (internal, required).
Select Template Access:
Team: all team members can use or edit.
Private: only the creator can access.
Engagement Details
Enter the Engagement Name (client-facing, required). Dynamic placeholders are supported.
Choose Engagement period begins on:
Acceptance or
Custom Date (select a date).
Select an Engagement Period: Custom, Ongoing, or preset ranges (1, 3, 12 months, etc.).
If Custom, enter an End Date.
Add Roles and/or Assignees if needed.
Introduction Options
Toggle on any of these sections:
Welcome Message: Autofill with a letter template or type directly.
Video: Paste a YouTube, Vimeo or Zoom link.
Document: Select an internal file or upload a PDF to My files.
Configure the Services Page
You can now configure the Services page using either standard billing blocks or the new Package Options, which allow you to present multiple pricing packages for clients to choose from during proposal/engagement acceptance.
Enable Package Options
In the Services tab of the Engagement builder, toggle on Package options.
Add the first package details:
Package name
Description
Mark as best value (optional—choose one package to highlight)
Duplicate or Delete package
Click + Add Package to add additional packages.
Add billing block(s) to each package:
Add services included in the package to each billing block
Optionally include terms of service and linked task templates
Add more than one billing block per package if needed
Add multiple services within each billing block
Preview package configuration on the right side of the Engagement builder.
Add Billing Blocks
If not using packages—or within each package:
Click Add billing block.
In the modal:
Select Billing type: One-time or Recurring.
If One-time: choose On acceptance or On completion.
If Recurring: choose On engagement start or Custom date, then set billing frequency (weekly, monthly, quarterly, annually).
Optional billing settings:
Combine items into a single-line invoice with description and discount
Add a client note
Configure recurring invoice settings (frequency, repeat-until rules, mid-cycle acceptance rules)
Click Create to add the billing block.
Add Services
Inside a billing block:
Click Add Service.
Choose a Service item or Custom Service.
Service item
Review details (name, rate, tax, linked templates).
Click Save to billing block.
Custom Service
Enter service name, client-facing name, rate, type (per item/hour), tax, description.
Optionally link task or terms templates.
Click Save to billing block.
Additional Options
Use the settings icon to toggle itemized pricing (show/hide itemized prices per service).
Drag and drop to reorder services.
Adjust billing mode (automatic/manual; non-hourly only).
Use the three-dot menu to edit or delete billing blocks or services.
Edit rates/taxes inline.
Repeat to add more services or billing blocks as needed.
Configure the Terms Page
General Terms: Toggle on. Either link a letter template or type custom terms.
Service Items Terms: Shows linked or custom service item terms. (Non-editable here—edit directly from Billing Settings > Service Items or from the Services tab for custom items.)
Configure the Signatures Page
Payment settings options:
Require clients to share a payment method.
Require a deposit (enter amount).
Preview appears on the left as you adjust settings.
If Engagement Packages are enabled, a notification will appear at the top of the Signers page explaining that the engagement will be sent to the primary signer first so they can select a package before it is routed to additional signers.
Save and Use the Template
Save draft: Store a draft to finish later.
Save template: Finalize and make available for use with client proposals.
Related Articles
Create an Engagement Template
To learn how to create an Engagement Template check out this article!
How to View and Manage Engagements
To learn how to View and Mange Engagements check out this article!
Summary
Engagement templates bring together proposal content, billing, terms, and signature collection in one reusable workflow. With services tied directly to billing logic and terms, you can create polished, client-ready engagements quickly and consistently.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.