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
Select an Engagement Template to autofill most details.
Templates include introduction, services, terms, and signature structure.
To learn how to configure each section, see: How do I create an Engagement Template?
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
Go to the Signers tab.
Click + Add Signer.
Select contacts from the client record.
If a contact does not have an email, add one.
You can add multiple signers.
(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 and Bulk-Send Engagements
Bulk-Send from the Client List
Go to Clients > Client List.
Select the clients you want to send the engagement to.
Click the options menu (⋮) and select Create Engagements.
Complete the Engagement Details, Services, and Terms sections.
In the Signers section, choose one:
Primary Contacts only — Sends to the primary contact for each client.
All associated contacts — Sends to all contacts linked to each selected client.
(Optional)
Select Require clients to save payment method for future payments.
Select Require deposit to specify a deposit amount for the engagement.
Choose one of the following:
Save as Draft — Adds the engagement to the Drafts tab in the Engagements list.
Save & Send — Sends the engagement immediately.
Bulk-send from the Drafts view
In Engagements List, open the Drafts tab.
Check the box next to each draft you want to send.
Click the Send (airplane) icon in the upper-right.
Click Send.
Watch for the bottom-of-screen confirmation that sending has started; a second confirmation appears when sending completes.
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
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.