How do I create and apply an Engagement Template?
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 Engagement Templates, your account may be on the Client Management module instead of Client Engagements.
Table of Contents
Create an Engagement Template
In the Global Navigation bar, go to Templates > Engagement.
Click Create New.
Enter a Template Name (best practice: name by service, e.g., 1040 Filing).
(Optional) Set access to Private or Team.
The Engagement Template builder opens, with tabs for Introduction, Services, Terms, and Signatures.
Build the Template
The template builder mirrors the engagement builder. You’ll add details section by section:
Introduction: Add template details, engagement name, dates, roles/assignees, and an optional intro message, video, or document.
Services: Add billing blocks, choose one-time or recurring billing, then add service items or create custom services.
Terms: Enter general terms or link a letter template. Review auto-filled service terms.
Signatures: Add payment requirements (saved payment method or deposit).
⚠️ Note: You’ll add signers later, when applying the template to a client.
Apply the Template
Click the global + button.
Choose Engagement > Create with Template.
Select your template and click Next.
In the builder:
Confirm auto-filled details.
Select a client or create a new one.
Assign signers.
(Optional) Make edits.
Save & Send the engagement.
Bulk Apply the Template
In your Client List, select multiple clients.
Click the three-dot menu > Create Engagements.
Choose Create with Template.
Confirm template selection.
Choose signers: Primary contacts only or All client contacts.
Save & Send. Engagements will queue, and you’ll be notified when complete.
⚠️ Clients without an email address won’t be included.
Summary
Engagement templates let you build once and reuse across clients. With templates, you can quickly apply consistent services, billing, and terms—whether to one client or in bulk.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.