Location: Practice Management module > Workspace > Clients > Select a client > Workspace > Proposal/LOE

Refer to the link


Once in the contact workspace, navigate to the Proposal/LOE tab and click 'New'.

then enter the document name and select which type of document you want to send > Proposal or Letter of Engagement.


Review the document and email - then preview, save as draft, or send to contact.

Once sent, your client will receive an email containing details of the Letter of Engagement/Proposal along with a link for an e-signature. The status will appear as 'Waiting for Approval' and will change to 'Accepted' once the document is signed. 

Click here to watch how to Send an Engagement/Proposal Letter to existing Clients