How do I create an Engagement?
Engagements move you from proposal to payment faster. They allow you to define services, rates, and terms in one place—while making it simple for clients to review, sign, and pay.
⚠️ Note: Engagements are part of the Client Engagement platform. If you don’t see Engagement options, verify that your subscription includes Client Engagement (not just Client Management).
Table of Contents
Get Started
Click the global + button.
Select Engagement.
Choose Create with Template or Create from Scratch.
💡 Why might the Engagement option be missing?
If the Engagement option doesn’t appear, check subscription plan limitations or account restrictions. Ensure Engagements are enabled for your account.
Engagement Details
Enter an Engagement Name (required).
Select a Client (required).
Search for an existing client, or
Click Create New Client and enter details, including a valid email.
(Optional) Add a Start Date and End Date.
Select Signer(s) for the engagement.
Assign Assignee(s) (team members or roles).
(Optional) Add an Introductory Message to appear at the top of the proposal.
✅ A green check mark appears once all required fields are complete.
Services
Click the Services tab.
Click Add Service.
Choose one:
Existing Service Item: Auto-populates details (name, rate, rate type, tax %, description). Then select billing frequency (weekly, monthly, quarterly, yearly, or upon completion).
Custom Service: Manually enter details (name, rate, rate type, billing frequency, tax %, description).
(Optional) Add multiple services.
(Optional) Remove a service with the trash icon.
Billing & Payment
Review billing details (pulled from service selections).
For recurring billing:
Select the invoice send date.
Choose when invoices end (after a number of invoices, on a date, or never).
For “upon acceptance” or “upon completion” billing, options differ.
(Optional) Payment settings:
Require a saved payment method.
Add a deposit amount.
Assign signer responsible for payment.
Terms
Enter General Terms.
Type directly, or
Select from a saved Letter Template.
Review Service Terms.
These populate from service templates, if used.
Edit or refresh to update to the latest version.
Use formatting tools to adjust presentation.
Tasks
Click the Tasks tab.
(Optional) If services include task templates, they will auto-populate.
To add more tasks:
Click + Add Task Template.
Select a task template.
Associate it with a service.
Assign to a team member or role.
Add as many task templates as needed.
📌 Tasks are activated once the engagement is accepted. They can be managed from the Engagement List.
Client Acceptance
Clients receive a secure email link to review the engagement.
Clients can:
Review services and terms.
Sign electronically.
(If enabled) Enter payment details and submit payment.
💡 Canopy Tip: You can accept the proposal on behalf of the client by clicking Accept Proposal. This cancels the eSignature request and activates the engagement immediately.
Summary
Engagements let you define services, billing, terms, and tasks in one streamlined flow. Use them to simplify client agreements and speed up payment collection.
Need help?
Contact Support or ask Penny, our AI Support Bot, for assistance.