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How do I Create and Send an Engagement?

Updated today

Engagements let you send proposals directly to clients for review, signature, and acceptance. You can build from a template or create one manually.

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

Engagements align client communication, services, billing, and signatures in one document. Sending them digitally streamlines approvals and accelerates onboarding.


Table of Contents


Start a New Engagement

Choose one of two ways:

  • From the Global Plus Icon, select Engagement.

  • Or, go to Work > Engagement List > Create Engagement.


Build the Engagement

  1. Select an Engagement Template to autofill most details.

  2. Or, build manually by following the same steps outlined in the template article.


Client-Specific Settings

Link a Client

  • On the Introduction tab, link the engagement to a Client so you can send it to them.

Add Signers

  1. Go to the Signers tab.

  2. Click + Add Signer.

  3. Select contacts from the client record.

    • If a contact does not have an email, add one.

    • You can add multiple signers.

  4. (Optional) Click + Add new signer to add someone outside the contact list. Enter first name, last name, and email, then click Add.


Send or Save the Engagement

  • Save Draft & Download: Save as a draft and download as PDF.

  • Sign on behalf of client: Click the pen icon, then Save & Accept.

    • Cancels the e-signature request.

    • Marks the engagement as Active.

  • Save Draft: Keeps the engagement as a draft. You can reopen it from the Task List later.

  • Save & Send: Sends to the client.

    • The client receives an email with a secure link.

    • They can complete the engagement via the portal or without logging in.


Create an Engagement Template

To learn how to create an Engagement Template check out this article!


Summary

Creating an engagement follows the same steps as creating a template, but with a few key differences: you must link a client, add signers, and choose how to save or send the engagement. These options give you flexibility in how you deliver and finalize proposals.


Need Help?

Contact Support or ask Penny, our AI Support Bot, for assistance.

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