Location: Practice Management module > Settings > Document Templates

Refer to the link


Once in Document Templates, click 'New Template'

Enter the Template name, choose between an Engagement or Proposal Letter and click Continue 

Paste your custom Letter of Engagement/Proposal template here and ensure to not delete any of the tags which are as follows; [proposal.price_summary], [practice.name], [client.name], [proposal.commencement_date] & [proposal.end_date].  Insert those tags in areas that are grammatically correct as the system will use the tags to pick up information about the client and/or your practice.

Paste your custom email here, again ensure none of the tags are deleted. Once happy, click save.

Click here to watch how to set up Custom Proposal/LOE Templates