That’s why we’re so excited to announce we’ll soon be releasing two major updates that will transform the way you manage proposals and onboarding: Standalone Proposals and LoE/LoD History.
Standalone Proposals: more than just a quote
For the first time, you’ll be able to produce proposals that truly stand alone. Clients can accept or reject them, and when rejected, they’ll have the chance to provide reasons. That feedback is invaluable, giving you insights into pricing, services, and client expectations.
But that’s only the beginning. Accepted proposals will now trigger a smooth web-based flow that continues straight into:
A compliant Letter of Engagement (LoE)
Collection of contact preferences
Direct Debit setup via our Adfin integration
Everything is connected, everything is streamlined.
LoE/LoD History: your audit trail, built in
Transparency and compliance are critical in our profession, which is why we’re introducing a complete Proposal, LoE & LoD history.
You’ll be able to see:
When documents are viewed
When they’re signed
Every historical status, captured in one place
This means you’ll always have a clear audit trail, giving you confidence with compliance, dispute resolution, and client communication.
More control over look, feel and flow
It’s not just about functionality, it’s also about experience. With this release, you’ll have more freedom to customise the writing and design of your onboarding document signing flow. That means every interaction with clients reflects your brand, your tone, and your professionalism.
Why this matters
Together, Standalone Proposals and LoE History mark a significant step forward for Engager. They open the door to even more advanced functionality in the future, from deeper analytics on proposal performance to richer automation in your onboarding.
Most importantly, they put you in control: of how you present your services, how you onboard clients, and how you evidence compliance.
As always, this update comes directly from feedback across our community. We’re building the tools you ask for, so you can build the practice you want.
Get ready
These updates are rolling out very soon. Keep an eye on your Engager dashboard and your inbox for the release announcement, and be among the first to try them out.
👉 Not yet using Engager? Start your free trial today
