How do I create an Engagement?
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.
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.
Overview of the Engagement Builder
Tabs across the top: Introduction, Services, Terms, Signatures.
Right panel: Add and edit information for each section.
Left panel: Preview of the engagement.
Controls:
Save draft to return later.
Save & Send to finalize and send.
Use arrows to move between pages.
Configure the Introduction Page
Enter an Engagement Name (required, client-facing).
Select a Client (required).
Add a Start Date and End Date (optional).
Assign Assignees (team members or roles).
Add Signers:
Click + Add Signer to select client contacts.
Add emails if missing.
(Optional) Add a new signer outside the contact list.
(Optional) Add an Introductory Message, video, or document.
Configure the Services Page
Click Add billing block: choose One-time or Recurring billing.
Set billing details (acceptance, completion, or recurring frequency).
Add Services:
Select an existing service item (auto-fills details), or
Create a custom service (manually enter details).
Reorder, edit, or remove services as needed.
Configure the Terms Page
Enter General Terms: type directly or link a letter template.
Review Service Terms (auto-filled if linked to service items).
Configure the Signatures Page
Payment options:
Require a saved payment method.
Require a deposit amount.
Review the live preview on the left.
Send or Save the Engagement
Save Draft & Download: Save as draft and export to 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 in your Task List.
Save & Send: Sends to the client via a secure link (email or portal access).
Summary
Engagements follow the same structure as templates, but you must link a client, add signers, and choose how to save or send the engagement. These steps help you deliver clear, professional proposals and streamline client acceptance.
Need Help?
Contact Support or ask Penny, our AI Support Bot, for assistance.