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How do I create an Engagement Template in Canopy?

Updated today

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

  1. In the Global Navigation bar, go to Templates > Engagement.

  2. 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

  1. Enter a Template Name (internal, required).

  2. Select Template Access:

    • Team: all team members can use or edit.

    • Private: only the creator can access.

Engagement Details

  1. Enter the Engagement Name (client-facing, required). Dynamic placeholders are supported.

  2. Choose Engagement period begins on:

    • Acceptance or

    • Custom Date (select a date).

  3. Select an Engagement Period: Custom, Ongoing, or preset ranges (1, 3, 12 months, etc.).

    • If Custom, enter an End Date.

  4. 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 or Vimeo link.

  • Document: Select an internal file or upload a PDF to My files.


Configure the Services Page

Add Billing Blocks

  1. Click Add billing block.

  2. 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 a 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

  1. Within a billing block, click Add Service.

  2. Choose an existing 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.

Other options:

  • Use the settings icon to toggle itemized prices.

  • Drag and drop to reorder.

  • 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 additional 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.


Save and Use the Template

  • Save draft: Store a draft to finish later.

  • Save template: Finalize and make available for use with client proposals.


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.

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